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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 | $57,139 | $84,685-32.5% | $73,836-22.6% | $125,389-54.4% |
| Participation rate | 88.2% | 76.8%+11.5pp | 73.4%+14.8pp | 83.2%+5.0pp |
| Annual return | 0.17% | 3123.80%-3123.6pp | 2268.06%-2267.9pp | 282.24%-282.1pp |
| Employer contribution / active EE | $3,000 | $3,123-3.9% | $2,787+7.6% | $4,866-38.3% |
| Participant deferral / active EE | $879 | $3,993-78.0% | $3,583-75.5% | $5,352-83.6% |
| Admin fee / account holder | $2,171 | $5,694-61.9% | $4,882-55.5% | $9,541-77.2% |