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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 | $23,814 | $84,697-71.9% | $73,845-67.8% | $125,393-81.0% |
| Participation rate | 93.3% | 76.8%+16.6pp | 73.4%+19.9pp | 83.2%+10.1pp |
| Annual return | 0.59% | 3123.66%-3123.1pp | 2267.91%-2267.3pp | 282.23%-281.6pp |
| Employer contribution / active EE | $2,969 | $3,123-4.9% | $2,788+6.5% | $4,866-39.0% |
| Participant deferral / active EE | $4,350 | $3,993+9.0% | $3,583+21.4% | $5,351-18.7% |
| Admin fee / account holder | $1,500 | $5,692-73.6% | $4,881-69.3% | $9,541-84.3% |