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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 | $45,071 | $84,685-46.8% | $73,836-39.0% | $125,389-64.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 2.97% | 3123.80%-3120.8pp | 2268.06%-2265.1pp | 282.24%-279.3pp |
| Employer contribution / active EE | $2,222 | $3,123-28.9% | $2,787-20.3% | $4,866-54.3% |
| Participant deferral / active EE | $0 | $3,993-100.0% | $3,583-100.0% | $5,352-100.0% |
| Admin fee / account holder | $503 | $5,694-91.2% | $4,882-89.7% | $9,541-94.7% |