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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 | $44,740 | $84,685-47.2% | $73,836-39.4% | $125,389-64.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 1.65% | 3123.80%-3122.2pp | 2268.06%-2266.4pp | 282.24%-280.6pp |
| Employer contribution / active EE | $3,933 | $3,123+25.9% | $2,787+41.1% | $4,866-19.2% |
| Participant deferral / active EE | $9,178 | $3,993+129.9% | $3,583+156.2% | $5,352+71.5% |
| Admin fee / account holder | $12,502 | $5,694+119.6% | $4,882+156.1% | $9,541+31.0% |