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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 | $101,591-25.2% | $147,096-48.3% | $74,429+2.1% |
| Participation rate | 98.4% | 75.5%+22.8pp | 82.2%+16.2pp | 67.2%+31.2pp |
| Annual return | 20.22% | 8746.45%-8726.2pp | 419.75%-399.5pp | 1368.38%-1348.2pp |
| Employer contribution / active EE | $8,065 | $3,813+111.5% | $4,936+63.4% | $2,625+207.2% |
| Participant deferral / active EE | $0 | $7,302-100.0% | $8,071-100.0% | $4,348-100.0% |
| Admin fee / account holder | $2,721 | $1,750+55.5% | $13,005-79.1% | $1,944+39.9% |