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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 | $84,685+69.2% | $73,836+94.1% | $125,389+14.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 0.08% | 3123.80%-3123.7pp | 2268.06%-2268.0pp | 282.24%-282.2pp |
| Employer contribution / active EE | $543 | $3,123-82.6% | $2,787-80.5% | $4,866-88.8% |
| Participant deferral / active EE | $4,245 | $3,993+6.3% | $3,583+18.5% | $5,352-20.7% |
| Admin fee / account holder | $4,237 | $5,694-25.6% | $4,882-13.2% | $9,541-55.6% |