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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,004 | $101,499-25.1% | $147,005-48.3% | $74,546+2.0% |
| Participation rate | 98.4% | 75.5%+22.9pp | 82.2%+16.2pp | 67.2%+31.2pp |
| Annual return | 20.22% | 8732.34%-8712.1pp | 418.76%-398.5pp | 1366.03%-1345.8pp |
| Employer contribution / active EE | $8,065 | $3,811+111.6% | $4,934+63.4% | $2,624+207.3% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,070-100.0% | $4,347-100.0% |
| Admin fee / account holder | $2,721 | $1,748+55.6% | $13,006-79.1% | $1,944+40.0% |