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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 | $91,450 | $138,102-33.8% | $125,381-27.1% | $134,532-32.0% |
| Participation rate | 95.5% | 84.5%+11.0pp | 82.4%+13.1pp | 81.2%+14.2pp |
| Annual return | -0.09% | 750.73%-750.8pp | 572.31%-572.4pp | 418.27%-418.4pp |
| Employer contribution / active EE | $4,381 | $5,245-16.5% | $4,815-9.0% | $4,741-7.6% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,108 | $11,568-81.8% | $10,007-78.9% | $11,429-81.6% |