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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 | $90,016 | $124,175-27.5% | $108,405-17.0% | $167,536-46.3% |
| Participation rate | 84.6% | 82.3%+2.3pp | 80.1%+4.5pp | 82.1%+2.5pp |
| Annual return | 10.23% | 1380.13%-1369.9pp | 905.55%-895.3pp | 478.82%-468.6pp |
| Employer contribution / active EE | $0 | $4,188-100.0% | $3,559-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $3,158 | $6,908-54.3% | $6,563-51.9% | $6,342-50.2% |
| Admin fee / account holder | $3,813 | $9,457-59.7% | $7,297-47.7% | $12,315-69.0% |