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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 | $63,630 | $99,017-35.7% | $86,587-26.5% | $147,585-56.9% |
| Participation rate | 86.4% | 76.3%+10.0pp | 73.5%+12.8pp | 82.8%+3.5pp |
| Annual return | 0.00% | 1312.37%-1312.4pp | 964.86%-964.9pp | 578.56%-578.6pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,347 | $3,972-66.1% | $3,609-62.7% | $5,439-75.2% |
| Admin fee / account holder | $1,566 | $5,710-72.6% | $4,906-68.1% | $10,885-85.6% |