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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 | $60,509 | $84,685-28.5% | $73,836-18.0% | $125,389-51.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 0.18% | 3123.80%-3123.6pp | 2268.06%-2267.9pp | 282.24%-282.1pp |
| Employer contribution / active EE | $1,226 | $3,123-60.7% | $2,787-56.0% | $4,866-74.8% |
| Participant deferral / active EE | $5,923 | $3,993+48.4% | $3,583+65.3% | $5,352+10.7% |
| Admin fee / account holder | $1,084 | $5,694-81.0% | $4,882-77.8% | $9,541-88.6% |