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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 | $101,672-25.2% | $147,117-48.3% | $74,478+2.0% |
| Participation rate | 98.4% | 75.5%+22.8pp | 82.2%+16.2pp | 67.2%+31.2pp |
| Annual return | 20.22% | 8757.83%-8737.6pp | 420.54%-400.3pp | 1370.56%-1350.3pp |
| Employer contribution / active EE | $8,065 | $3,813+111.5% | $4,932+63.5% | $2,626+207.1% |
| Participant deferral / active EE | $0 | $7,305-100.0% | $8,065-100.0% | $4,350-100.0% |
| Admin fee / account holder | $2,721 | $1,753+55.2% | $12,993-79.1% | $1,946+39.8% |