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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 | $53,227 | $84,685-37.1% | $73,836-27.9% | $125,389-57.6% |
| Participation rate | 87.5% | 76.8%+10.7pp | 73.4%+14.1pp | 83.2%+4.3pp |
| Annual return | 0.90% | 3123.80%-3122.9pp | 2268.06%-2267.2pp | 282.24%-281.3pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,984 | $3,993-25.3% | $3,583-16.7% | $5,352-44.2% |
| Admin fee / account holder | $344 | $5,694-94.0% | $4,882-92.9% | $9,541-96.4% |