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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 | $20,481 | $84,694-75.8% | $73,843-72.3% | $125,392-83.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 0.82% | 3123.66%-3122.8pp | 2267.91%-2267.1pp | 282.23%-281.4pp |
| Employer contribution / active EE | $1,849 | $3,123-40.8% | $2,787-33.7% | $4,866-62.0% |
| Participant deferral / active EE | $2,988 | $3,992-25.2% | $3,583-16.6% | $5,351-44.2% |
| Admin fee / account holder | $755 | $5,691-86.7% | $4,880-84.5% | $9,541-92.1% |