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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 | $84,694-78.4% | $73,843-75.2% | $125,392-85.4% |
| Participation rate | 72.7% | 76.8%-4.0pp | 73.4%-0.7pp | 83.2%-10.5pp |
| Annual return | 1.12% | 3123.66%-3122.5pp | 2267.91%-2266.8pp | 282.23%-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 | $3,992+98.5% | $3,583+121.2% | $5,351+48.1% |
| Admin fee / account holder | $5,458 | $5,691-4.1% | $4,880+11.8% | $9,541-42.8% |