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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 | $107,867 | $97,732+10.4% | $83,831+28.7% | $135,380-20.3% |
| Participation rate | 80.0% | 80.0%0pp | 76.1%+3.9pp | 82.6%-2.6pp |
| Annual return | 0.79% | 1287.56%-1286.8pp | 850.99%-850.2pp | 519.81%-519.0pp |
| Employer contribution / active EE | $11,464 | $4,222+171.5% | $3,631+215.7% | $4,779+139.9% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $3,327 | $6,675-50.2% | $5,479-39.3% | $10,828-69.3% |