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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 | $63,037 | $150,447-58.1% | $136,298-53.8% | $147,586-57.3% |
| Participation rate | 81.8% | 84.4%-2.6pp | 81.9%-0.1pp | 82.8%-1.0pp |
| Annual return | 14.58% | 1049.15%-1034.6pp | 5156.27%-5141.7pp | 578.59%-564.0pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,869 | $6,631-26.6% | $6,247-22.1% | $5,439-10.5% |
| Admin fee / account holder | $2,269 | $10,906-79.2% | $9,244-75.5% | $10,886-79.2% |