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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 | $28,845 | $150,447-80.8% | $136,298-78.8% | $147,586-80.5% |
| Participation rate | 70.8% | 84.4%-13.6pp | 81.9%-11.1pp | 82.8%-12.0pp |
| Annual return | 19.87% | 1049.15%-1029.3pp | 5156.27%-5136.4pp | 578.59%-558.7pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,571 | $6,631-31.1% | $6,247-26.8% | $5,439-16.0% |
| Admin fee / account holder | $2,950 | $10,906-73.0% | $9,244-68.1% | $10,886-72.9% |