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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 | $140,269 | $150,446-6.8% | $136,297+2.9% | $147,585-5.0% |
| Participation rate | 71.4% | 84.4%-13.0pp | 81.9%-10.5pp | 82.8%-11.4pp |
| Annual return | 107.29% | 1049.14%-941.9pp | 5156.19%-5048.9pp | 578.58%-471.3pp |
| Employer contribution / active EE | $4,259 | $5,256-19.0% | $4,696-9.3% | $4,876-12.7% |
| Participant deferral / active EE | $3,845 | $6,631-42.0% | $6,247-38.4% | $5,439-29.3% |
| Admin fee / account holder | $40,893 | $10,906+275.0% | $9,244+342.4% | $10,886+275.7% |