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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 | $23,025 | $82,630-72.1% | $64,105-64.1% | $125,389-81.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | 0.22% | 1489.72%-1489.5pp | 791.24%-791.0pp | 282.24%-282.0pp |
| Employer contribution / active EE | $2,281 | $2,671-14.6% | $1,820+25.4% | $4,866-53.1% |
| Participant deferral / active EE | $2,601 | $3,608-27.9% | $2,822-7.8% | $5,352-51.4% |
| Admin fee / account holder | $15,235 | $6,382+138.7% | $4,499+238.6% | $9,541+59.7% |