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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 | $141,106 | $217,427-35.1% | $185,837-24.1% | $167,518-15.8% |
| Participation rate | 80.0% | 86.0%-6.0pp | 81.7%-1.7pp | 82.1%-2.1pp |
| Annual return | 45.17% | 148.39%-103.2pp | 122.08%-76.9pp | 478.71%-433.5pp |
| Employer contribution / active EE | $4,765 | $5,874-18.9% | $5,168-7.8% | $4,838-1.5% |
| Participant deferral / active EE | $7,479 | $6,357+17.6% | $5,568+34.3% | $6,342+17.9% |
| Admin fee / account holder | $589,486 | $19,816+2874.8% | $16,241+3529.5% | $12,312+4687.7% |