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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 | $66,096 | $160,070-58.7% | $147,117-55.1% | $145,897-54.7% |
| Participation rate | 95.5% | 84.0%+11.4pp | 82.2%+13.3pp | 80.3%+15.1pp |
| Annual return | 0.00% | 98.69%-98.7pp | 420.54%-420.5pp | 552.29%-552.3pp |
| Employer contribution / active EE | $3,192 | $5,285-39.6% | $4,932-35.3% | $4,663-31.6% |
| Participant deferral / active EE | $4,256 | $8,419-49.5% | $8,065-47.2% | $6,689-36.4% |
| Admin fee / account holder | $2,842 | $15,035-81.1% | $12,993-78.1% | $13,390-78.8% |