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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 | $21,834 | $84,685-74.2% | $73,836-70.4% | $125,389-82.6% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 1.11% | 3123.80%-3122.7pp | 2268.06%-2266.9pp | 282.24%-281.1pp |
| Employer contribution / active EE | $1,352 | $3,123-56.7% | $2,787-51.5% | $4,866-72.2% |
| Participant deferral / active EE | $1,757 | $3,993-56.0% | $3,583-51.0% | $5,352-67.2% |
| Admin fee / account holder | $11,532 | $5,694+102.5% | $4,882+136.2% | $9,541+20.9% |