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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 | $16,639 | $84,684-80.4% | $73,835-77.5% | $125,388-86.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 0.01% | 3123.93%-3123.9pp | 2268.13%-2268.1pp | 282.24%-282.2pp |
| Employer contribution / active EE | $2,964 | $3,123-5.1% | $2,788+6.3% | $4,866-39.1% |
| Participant deferral / active EE | $9,793 | $3,993+145.3% | $3,583+173.3% | $5,352+83.0% |
| Admin fee / account holder | $17,420 | $5,691+206.1% | $4,880+257.0% | $9,541+82.6% |