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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 | $34,953 | $84,685-58.7% | $73,836-52.7% | $125,389-72.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 4.09% | 3123.80%-3119.7pp | 2268.06%-2264.0pp | 282.24%-278.2pp |
| Employer contribution / active EE | $6,895 | $3,123+120.7% | $2,787+147.3% | $4,866+41.7% |
| Participant deferral / active EE | $16,058 | $3,993+302.2% | $3,583+348.2% | $5,352+200.1% |
| Admin fee / account holder | $155,505 | $5,694+2631.0% | $4,882+3085.3% | $9,541+1529.9% |