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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 | $16,045 | $84,684-81.1% | $73,835-78.3% | $125,388-87.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 3.72% | 3123.93%-3120.2pp | 2268.13%-2264.4pp | 282.24%-278.5pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,788-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,536 | $3,993+13.6% | $3,583+26.6% | $5,352-15.2% |
| Admin fee / account holder | $3,825 | $5,691-32.8% | $4,880-21.6% | $9,541-59.9% |