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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 | $34,883 | $84,685-58.8% | $73,836-52.8% | $125,389-72.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 0.91% | 3123.80%-3122.9pp | 2268.06%-2267.1pp | 282.24%-281.3pp |
| Employer contribution / active EE | $11,857 | $3,123+279.6% | $2,787+325.4% | $4,866+143.7% |
| Participant deferral / active EE | $0 | $3,993-100.0% | $3,583-100.0% | $5,352-100.0% |
| Admin fee / account holder | $6,241 | $5,694+9.6% | $4,882+27.8% | $9,541-34.6% |