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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 | $77,980 | $160,059-51.3% | $140,019-44.3% | $135,380-42.4% |
| Participation rate | 76.5% | 88.5%-12.1pp | 87.5%-11.0pp | 82.6%-6.2pp |
| Annual return | 0.00% | 911.48%-911.5pp | 651.17%-651.2pp | 519.81%-519.8pp |
| Employer contribution / active EE | $5,310 | $6,420-17.3% | $5,605-5.3% | $4,779+11.1% |
| Participant deferral / active EE | $11,737 | $7,641+53.6% | $6,927+69.5% | $5,609+109.3% |
| Admin fee / account holder | $6,921 | $13,328-48.1% | $10,705-35.4% | $10,828-36.1% |