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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 | $58,455 | $84,697-31.0% | $73,845-20.8% | $125,393-53.4% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 3.27% | 3123.66%-3120.4pp | 2267.91%-2264.6pp | 282.23%-279.0pp |
| Employer contribution / active EE | $5,996 | $3,123+92.0% | $2,788+115.1% | $4,866+23.2% |
| Participant deferral / active EE | $5,473 | $3,993+37.1% | $3,583+52.8% | $5,351+2.3% |
| Admin fee / account holder | $1,106 | $5,692-80.6% | $4,881-77.3% | $9,541-88.4% |