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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 | $30,281 | $84,697-64.2% | $73,845-59.0% | $125,393-75.9% |
| Participation rate | 95.8% | 76.8%+19.1pp | 73.4%+22.4pp | 83.2%+12.6pp |
| Annual return | 1.59% | 3123.66%-3122.1pp | 2267.91%-2266.3pp | 282.23%-280.6pp |
| Employer contribution / active EE | $4,138 | $3,123+32.5% | $2,788+48.5% | $4,866-15.0% |
| Participant deferral / active EE | $3,108 | $3,993-22.2% | $3,583-13.3% | $5,351-41.9% |
| Admin fee / account holder | $9,016 | $5,692+58.4% | $4,881+84.7% | $9,541-5.5% |