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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 | $126,780 | $160,059-20.8% | $140,019-9.5% | $135,382-6.4% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.5%-12.5pp | 82.6%-7.6pp |
| Annual return | 5.09% | 911.44%-906.4pp | 651.15%-646.1pp | 519.77%-514.7pp |
| Employer contribution / active EE | $12,009 | $6,420+87.1% | $5,605+114.2% | $4,779+151.3% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $64,487 | $13,328+383.8% | $10,705+502.4% | $10,829+495.5% |