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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 | $22,338 | $84,684-73.6% | $73,835-69.7% | $125,388-82.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 1.59% | 3123.93%-3122.3pp | 2268.13%-2266.5pp | 282.24%-280.7pp |
| Employer contribution / active EE | $1,495 | $3,123-52.1% | $2,788-46.4% | $4,866-69.3% |
| Participant deferral / active EE | $4,064 | $3,993+1.8% | $3,583+13.4% | $5,352-24.1% |
| Admin fee / account holder | $956 | $5,691-83.2% | $4,880-80.4% | $9,541-90.0% |