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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 | $41,897 | $150,447-72.2% | $136,298-69.3% | $147,586-71.6% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 45.78% | 1049.15%-1003.4pp | 5156.27%-5110.5pp | 578.59%-532.8pp |
| Employer contribution / active EE | $2,560 | $5,256-51.3% | $4,696-45.5% | $4,876-47.5% |
| Participant deferral / active EE | $7,057 | $6,631+6.4% | $6,247+13.0% | $5,439+29.8% |
| Admin fee / account holder | $9,454 | $10,906-13.3% | $9,244+2.3% | $10,886-13.2% |