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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 | $33,357 | $150,446-77.8% | $136,297-75.5% | $147,585-77.4% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 36.18% | 1049.14%-1013.0pp | 5156.19%-5120.0pp | 578.58%-542.4pp |
| Employer contribution / active EE | $4,393 | $5,256-16.4% | $4,696-6.4% | $4,876-9.9% |
| Participant deferral / active EE | $7,251 | $6,631+9.4% | $6,247+16.1% | $5,439+33.3% |
| Admin fee / account holder | $335 | $10,906-96.9% | $9,244-96.4% | $10,886-96.9% |