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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 | $85,053 | $176,105-51.7% | $159,474-46.7% | $167,536-49.2% |
| Participation rate | 95.0% | 85.0%+10.0pp | 82.8%+12.2pp | 82.1%+12.9pp |
| Annual return | 0.00% | 331.91%-331.9pp | 263.68%-263.7pp | 478.82%-478.8pp |
| Employer contribution / active EE | $4,227 | $5,299-20.2% | $4,831-12.5% | $4,839-12.6% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $653 | $12,559-94.8% | $10,802-94.0% | $12,315-94.7% |