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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 | $81,516 | $150,446-45.8% | $136,297-40.2% | $147,585-44.8% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 17.69% | 1049.14%-1031.5pp | 5156.19%-5138.5pp | 578.58%-560.9pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $8,623 | $6,631+30.1% | $6,247+38.0% | $5,439+58.6% |
| Admin fee / account holder | $21,502 | $10,906+97.2% | $9,244+132.6% | $10,886+97.5% |