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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 | $20,662 | $84,697-75.6% | $73,845-72.0% | $125,393-83.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 1.08% | 3123.66%-3122.6pp | 2267.91%-2266.8pp | 282.23%-281.2pp |
| Employer contribution / active EE | $2,090 | $3,123-33.1% | $2,788-25.0% | $4,866-57.1% |
| Participant deferral / active EE | $5,007 | $3,993+25.4% | $3,583+39.7% | $5,351-6.4% |
| Admin fee / account holder | $1,633 | $5,692-71.3% | $4,881-66.5% | $9,541-82.9% |