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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 | $25,724 | $84,684-69.6% | $73,835-65.2% | $125,388-79.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 0.14% | 3123.93%-3123.8pp | 2268.13%-2268.0pp | 282.24%-282.1pp |
| Employer contribution / active EE | $1,199 | $3,123-61.6% | $2,788-57.0% | $4,866-75.4% |
| Participant deferral / active EE | $2,404 | $3,993-39.8% | $3,583-32.9% | $5,352-55.1% |
| Admin fee / account holder | $799 | $5,691-86.0% | $4,880-83.6% | $9,541-91.6% |