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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 | $62,992 | $135,645-53.6% | $110,243-42.9% | $135,380-53.5% |
| Participation rate | 94.4% | 83.5%+11.0pp | 79.8%+14.6pp | 82.6%+11.8pp |
| Annual return | -2.10% | 513.24%-515.3pp | 314.76%-316.9pp | 519.81%-521.9pp |
| Employer contribution / active EE | $950 | $4,907-80.6% | $3,827-75.2% | $4,779-80.1% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,749 | $11,458-84.7% | $8,548-79.5% | $10,828-83.8% |