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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 | $143,288 | $84,697+69.2% | $73,845+94.0% | $125,393+14.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 0.08% | 3123.66%-3123.6pp | 2267.91%-2267.8pp | 282.23%-282.2pp |
| Employer contribution / active EE | $543 | $3,123-82.6% | $2,788-80.5% | $4,866-88.8% |
| Participant deferral / active EE | $4,245 | $3,993+6.3% | $3,583+18.5% | $5,351-20.7% |
| Admin fee / account holder | $4,237 | $5,692-25.6% | $4,881-13.2% | $9,541-55.6% |