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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 | $16,441 | $45,152-63.6% | $73,836-77.7% | $59,633-72.4% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | -0.73% | 27.40%-28.1pp | 2268.06%-2268.8pp | 2041.45%-2042.2pp |
| Employer contribution / active EE | $4,279 | $1,901+125.0% | $2,787+53.5% | $2,203+94.3% |
| Participant deferral / active EE | $5,507 | $2,573+114.1% | $3,583+53.7% | $3,192+72.6% |
| Admin fee / account holder | $13,054 | $3,515+271.4% | $4,882+167.4% | $4,297+203.8% |