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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 | $159,934-58.7% | $147,005-55.0% | $145,959-54.7% |
| Participation rate | 95.5% | 84.0%+11.5pp | 82.2%+13.3pp | 80.3%+15.2pp |
| Annual return | 0.00% | 98.24%-98.2pp | 418.76%-418.8pp | 561.95%-561.9pp |
| Employer contribution / active EE | $3,192 | $5,287-39.6% | $4,934-35.3% | $4,661-31.5% |
| Participant deferral / active EE | $4,256 | $8,427-49.5% | $8,070-47.3% | $6,689-36.4% |
| Admin fee / account holder | $2,842 | $15,053-81.1% | $13,006-78.1% | $13,398-78.8% |