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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 | $36,544 | $84,684-56.8% | $73,835-50.5% | $125,388-70.9% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 0.62% | 3123.93%-3123.3pp | 2268.13%-2267.5pp | 282.24%-281.6pp |
| Employer contribution / active EE | $2,825 | $3,123-9.6% | $2,788+1.3% | $4,866-42.0% |
| Participant deferral / active EE | $0 | $3,993-100.0% | $3,583-100.0% | $5,352-100.0% |
| Admin fee / account holder | $22,380 | $5,691+293.3% | $4,880+358.6% | $9,541+134.6% |