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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 | $29,800 | $150,447-80.2% | $136,298-78.1% | $147,586-79.8% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 85.47% | 1049.15%-963.7pp | 5156.27%-5070.8pp | 578.59%-493.1pp |
| Employer contribution / active EE | $4,255 | $5,256-19.0% | $4,696-9.4% | $4,876-12.7% |
| Participant deferral / active EE | $6,336 | $6,631-4.4% | $6,247+1.4% | $5,439+16.5% |
| Admin fee / account holder | $2,832 | $10,906-74.0% | $9,244-69.4% | $10,886-74.0% |