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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 | $55,581 | $84,685-34.4% | $73,836-24.7% | $125,389-55.7% |
| Participation rate | 92.9% | 76.8%+16.1pp | 73.4%+19.4pp | 83.2%+9.7pp |
| Annual return | 1.50% | 3123.80%-3122.3pp | 2268.06%-2266.6pp | 282.24%-280.7pp |
| Employer contribution / active EE | $1,071 | $3,123-65.7% | $2,787-61.6% | $4,866-78.0% |
| Participant deferral / active EE | $0 | $3,993-100.0% | $3,583-100.0% | $5,352-100.0% |
| Admin fee / account holder | $2,725 | $5,694-52.2% | $4,882-44.2% | $9,541-71.4% |