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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 | $102,612 | $160,059-35.9% | $140,019-26.7% | $135,380-24.2% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.5%0pp | 82.6%+4.9pp |
| Annual return | 4.00% | 911.48%-907.5pp | 651.17%-647.2pp | 519.81%-515.8pp |
| Employer contribution / active EE | $4,745 | $6,420-26.1% | $5,605-15.3% | $4,779-0.7% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $4,724 | $13,328-64.6% | $10,705-55.9% | $10,828-56.4% |