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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 | $40,874 | $150,447-72.8% | $136,298-70.0% | $147,586-72.3% |
| Participation rate | 72.2% | 84.4%-12.2pp | 81.9%-9.7pp | 82.8%-10.6pp |
| Annual return | 20.58% | 1049.15%-1028.6pp | 5156.27%-5135.7pp | 578.59%-558.0pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,139 | $6,631-37.6% | $6,247-33.8% | $5,439-23.9% |
| Admin fee / account holder | $6,610 | $10,906-39.4% | $9,244-28.5% | $10,886-39.3% |