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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 | $84,689 | $99,011-14.5% | $86,582-2.2% | $147,586-42.6% |
| Participation rate | 73.3% | 76.3%-3.0pp | 73.5%-0.2pp | 82.8%-9.5pp |
| Annual return | 43.13% | 1312.75%-1269.6pp | 965.08%-922.0pp | 578.59%-535.5pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,648 | $3,972+17.0% | $3,609+28.8% | $5,439-14.5% |
| Admin fee / account holder | $3,461 | $5,709-39.4% | $4,904-29.4% | $10,886-68.2% |