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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 | $95,431 | $160,059-40.4% | $140,019-31.8% | $135,380-29.5% |
| Participation rate | 72.7% | 88.5%-15.8pp | 87.5%-14.8pp | 82.6%-9.9pp |
| Annual return | 0.07% | 911.48%-911.4pp | 651.17%-651.1pp | 519.81%-519.7pp |
| Employer contribution / active EE | $18,136 | $6,420+182.5% | $5,605+223.6% | $4,779+279.5% |
| Participant deferral / active EE | $5,045 | $7,641-34.0% | $6,927-27.2% | $5,609-10.0% |
| Admin fee / account holder | $19,497 | $13,328+46.3% | $10,705+82.1% | $10,828+80.1% |