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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 | $33,057 | $84,684-61.0% | $73,835-55.2% | $125,388-73.6% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 0.80% | 3123.93%-3123.1pp | 2268.13%-2267.3pp | 282.24%-281.4pp |
| Employer contribution / active EE | $5,467 | $3,123+75.0% | $2,788+96.1% | $4,866+12.3% |
| Participant deferral / active EE | $8,821 | $3,993+120.9% | $3,583+146.2% | $5,352+64.8% |
| Admin fee / account holder | $16,459 | $5,691+189.2% | $4,880+237.3% | $9,541+72.5% |