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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 | $72,911 | $84,697-13.9% | $73,845-1.3% | $125,393-41.9% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 1.26% | 3123.66%-3122.4pp | 2267.91%-2266.7pp | 282.23%-281.0pp |
| Employer contribution / active EE | $1,139 | $3,123-63.5% | $2,788-59.2% | $4,866-76.6% |
| Participant deferral / active EE | $681 | $3,993-83.0% | $3,583-81.0% | $5,351-87.3% |
| Admin fee / account holder | $2,621 | $5,692-54.0% | $4,881-46.3% | $9,541-72.5% |