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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 | $18,309 | $84,685-78.4% | $73,836-75.2% | $125,389-85.4% |
| Participation rate | 72.7% | 76.8%-4.0pp | 73.4%-0.7pp | 83.2%-10.5pp |
| Annual return | 1.12% | 3123.80%-3122.7pp | 2268.06%-2266.9pp | 282.24%-281.1pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $7,927 | $3,993+98.5% | $3,583+121.2% | $5,352+48.1% |
| Admin fee / account holder | $5,458 | $5,694-4.1% | $4,882+11.8% | $9,541-42.8% |