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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 | $40,383 | $150,447-73.2% | $136,298-70.4% | $147,586-72.6% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 19.25% | 1049.15%-1029.9pp | 5156.27%-5137.0pp | 578.59%-559.3pp |
| Employer contribution / active EE | $20,767 | $5,256+295.1% | $4,696+342.3% | $4,876+325.9% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,484 | $10,906-86.4% | $9,244-83.9% | $10,886-86.4% |