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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 | $28,915 | $84,685-65.9% | $73,836-60.8% | $125,389-76.9% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 0.15% | 3123.80%-3123.7pp | 2268.06%-2267.9pp | 282.24%-282.1pp |
| Employer contribution / active EE | $1,566 | $3,123-49.9% | $2,787-43.8% | $4,866-67.8% |
| Participant deferral / active EE | $4,298 | $3,993+7.6% | $3,583+19.9% | $5,352-19.7% |
| Admin fee / account holder | $3,971 | $5,694-30.3% | $4,882-18.6% | $9,541-58.4% |