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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 | $20,032 | $90,606-77.9% | $79,466-74.8% | $135,379-85.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 0.81% | 977.69%-976.9pp | 718.28%-717.5pp | 519.79%-519.0pp |
| Employer contribution / active EE | $2,271 | $3,068-26.0% | $2,800-18.9% | $4,779-52.5% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $792 | $5,895-86.6% | $5,104-84.5% | $10,828-92.7% |