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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 | $67,571 | $84,684-20.2% | $73,835-8.5% | $125,388-46.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 0.46% | 3123.93%-3123.5pp | 2268.13%-2267.7pp | 282.24%-281.8pp |
| Employer contribution / active EE | $9,309 | $3,123+198.0% | $2,788+233.9% | $4,866+91.3% |
| Participant deferral / active EE | $5,198 | $3,993+30.2% | $3,583+45.1% | $5,352-2.9% |
| Admin fee / account holder | $1,055 | $5,691-81.5% | $4,880-78.4% | $9,541-88.9% |