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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 | $12,098 | $92,684-86.9% | $82,706-85.4% | $134,509-91.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 2.78% | 945.84%-943.1pp | 701.76%-699.0pp | 418.13%-415.4pp |
| Employer contribution / active EE | $2,400 | $3,272-26.6% | $3,007-20.2% | $4,741-49.4% |
| Participant deferral / active EE | $2,600 | $4,800-45.8% | $4,394-40.8% | $6,400-59.4% |
| Admin fee / account holder | $37,717 | $5,982+530.5% | $5,329+607.8% | $11,427+230.1% |