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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 | $40,123 | $150,447-73.3% | $136,298-70.6% | $147,586-72.8% |
| Participation rate | 90.9% | 84.4%+6.5pp | 81.9%+9.0pp | 82.8%+8.1pp |
| Annual return | 13.43% | 1049.15%-1035.7pp | 5156.27%-5142.8pp | 578.59%-565.2pp |
| Employer contribution / active EE | $4,545 | $5,256-13.5% | $4,696-3.2% | $4,876-6.8% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $321 | $10,906-97.1% | $9,244-96.5% | $10,886-97.1% |