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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 | $82,868 | $90,607-8.5% | $79,467+4.3% | $135,380-38.8% |
| Participation rate | 83.3% | 76.0%+7.3pp | 73.3%+10.0pp | 82.6%+0.7pp |
| Annual return | 0.60% | 977.74%-977.1pp | 718.30%-717.7pp | 519.81%-519.2pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,752 | $4,050-56.7% | $3,704-52.7% | $5,609-68.8% |
| Admin fee / account holder | $3,648 | $5,895-38.1% | $5,104-28.5% | $10,828-66.3% |