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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 | $56,513 | $160,059-64.7% | $140,019-59.6% | $135,380-58.3% |
| Participation rate | 91.3% | 88.5%+2.8pp | 87.5%+3.8pp | 82.6%+8.7pp |
| Annual return | -4.38% | 911.48%-915.9pp | 651.17%-655.5pp | 519.81%-524.2pp |
| Employer contribution / active EE | $5,132 | $6,420-20.1% | $5,605-8.4% | $4,779+7.4% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,864 | $13,328-78.5% | $10,705-73.3% | $10,828-73.6% |