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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 | $49,579 | $84,685-41.5% | $73,836-32.9% | $125,389-60.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 0.63% | 3123.80%-3123.2pp | 2268.06%-2267.4pp | 282.24%-281.6pp |
| Employer contribution / active EE | $1,681 | $3,123-46.2% | $2,787-39.7% | $4,866-65.5% |
| Participant deferral / active EE | $7,483 | $3,993+87.4% | $3,583+108.9% | $5,352+39.8% |
| Admin fee / account holder | $17,147 | $5,694+201.1% | $4,882+251.2% | $9,541+79.7% |