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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 | $25,261 | $84,697-70.2% | $73,845-65.8% | $125,393-79.9% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -0.84% | 3123.66%-3124.5pp | 2267.91%-2268.8pp | 282.23%-283.1pp |
| Employer contribution / active EE | $494 | $3,123-84.2% | $2,788-82.3% | $4,866-89.9% |
| Participant deferral / active EE | $4,049 | $3,993+1.4% | $3,583+13.0% | $5,351-24.3% |
| Admin fee / account holder | $1,538 | $5,692-73.0% | $4,881-68.5% | $9,541-83.9% |