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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 | $64,641 | $150,446-57.0% | $136,297-52.6% | $147,585-56.2% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 53.75% | 1049.14%-995.4pp | 5156.19%-5102.4pp | 578.58%-524.8pp |
| Employer contribution / active EE | $2,350 | $5,256-55.3% | $4,696-50.0% | $4,876-51.8% |
| Participant deferral / active EE | $9,350 | $6,631+41.0% | $6,247+49.7% | $5,439+71.9% |
| Admin fee / account holder | $1,029 | $10,906-90.6% | $9,244-88.9% | $10,886-90.5% |