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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 | $86,914 | $138,076-37.1% | $123,553-29.7% | $135,380-35.8% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | 0.00% | 153.70%-153.7pp | 119.21%-119.2pp | 519.81%-519.8pp |
| Employer contribution / active EE | $2,071 | $5,152-59.8% | $4,628-55.3% | $4,779-56.7% |
| Participant deferral / active EE | $5,246 | $6,800-22.9% | $6,426-18.4% | $5,609-6.5% |
| Admin fee / account holder | $651 | $10,917-94.0% | $9,284-93.0% | $10,828-94.0% |