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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 | $23,676 | $84,684-72.0% | $73,835-67.9% | $125,388-81.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 1.30% | 3123.93%-3122.6pp | 2268.13%-2266.8pp | 282.24%-280.9pp |
| Employer contribution / active EE | $1,017 | $3,123-67.4% | $2,788-63.5% | $4,866-79.1% |
| Participant deferral / active EE | $0 | $3,993-100.0% | $3,583-100.0% | $5,352-100.0% |
| Admin fee / account holder | $689 | $5,691-87.9% | $4,880-85.9% | $9,541-92.8% |