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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 | $55,674 | $84,685-34.3% | $73,836-24.6% | $125,389-55.6% |
| Participation rate | 86.7% | 76.8%+9.9pp | 73.4%+13.2pp | 83.2%+3.5pp |
| Annual return | 1.26% | 3123.80%-3122.5pp | 2268.06%-2266.8pp | 282.24%-281.0pp |
| Employer contribution / active EE | $4,238 | $3,123+35.7% | $2,787+52.0% | $4,866-12.9% |
| Participant deferral / active EE | $3,263 | $3,993-18.3% | $3,583-8.9% | $5,352-39.0% |
| Admin fee / account holder | $677 | $5,694-88.1% | $4,882-86.1% | $9,541-92.9% |