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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 | $58,732 | $150,447-61.0% | $136,298-56.9% | $147,586-60.2% |
| Participation rate | 94.7% | 84.4%+10.3pp | 81.9%+12.8pp | 82.8%+11.9pp |
| Annual return | 41.23% | 1049.15%-1007.9pp | 5156.27%-5115.0pp | 578.59%-537.4pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,368 | $6,631-19.0% | $6,247-14.1% | $5,439-1.3% |
| Admin fee / account holder | $2,784 | $10,906-74.5% | $9,244-69.9% | $10,886-74.4% |