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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 | $46,022 | $84,685-45.7% | $73,836-37.7% | $125,389-63.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 2.16% | 3123.80%-3121.6pp | 2268.06%-2265.9pp | 282.24%-280.1pp |
| Employer contribution / active EE | $1,803 | $3,123-42.3% | $2,787-35.3% | $4,866-63.0% |
| Participant deferral / active EE | $1,051 | $3,993-73.7% | $3,583-70.7% | $5,352-80.4% |
| Admin fee / account holder | $5,651 | $5,694-0.8% | $4,882+15.8% | $9,541-40.8% |