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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 | $59,217 | $150,446-60.6% | $136,297-56.6% | $147,585-59.9% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 0.00% | 1049.14%-1049.1pp | 5156.19%-5156.2pp | 578.58%-578.6pp |
| Employer contribution / active EE | $1,718 | $5,256-67.3% | $4,696-63.4% | $4,876-64.8% |
| Participant deferral / active EE | $3,946 | $6,631-40.5% | $6,247-36.8% | $5,439-27.5% |
| Admin fee / account holder | $826 | $10,906-92.4% | $9,244-91.1% | $10,886-92.4% |