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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 | $140,486 | $150,447-6.6% | $136,298+3.1% | $147,586-4.8% |
| Participation rate | 81.8% | 84.4%-2.6pp | 81.9%-0.1pp | 82.8%-1.0pp |
| Annual return | 23.17% | 1049.15%-1026.0pp | 5156.27%-5133.1pp | 578.59%-555.4pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,032 | $6,631-9.0% | $6,247-3.4% | $5,439+10.9% |
| Admin fee / account holder | $831 | $10,906-92.4% | $9,244-91.0% | $10,886-92.4% |