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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 | $57,607 | $84,685-32.0% | $73,836-22.0% | $125,389-54.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 0.78% | 3123.80%-3123.0pp | 2268.06%-2267.3pp | 282.24%-281.5pp |
| Employer contribution / active EE | $3,820 | $3,123+22.3% | $2,787+37.0% | $4,866-21.5% |
| Participant deferral / active EE | $4,899 | $3,993+22.7% | $3,583+36.7% | $5,352-8.4% |
| Admin fee / account holder | $3,606 | $5,694-36.7% | $4,882-26.1% | $9,541-62.2% |