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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 | $84,697-61.0% | $73,845-55.2% | $125,393-73.6% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 0.80% | 3123.66%-3122.9pp | 2267.91%-2267.1pp | 282.23%-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% | $5,351+64.8% |
| Admin fee / account holder | $16,459 | $5,692+189.2% | $4,881+237.2% | $9,541+72.5% |