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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 | $41,277 | $45,152-8.6% | $73,836-44.1% | $59,633-30.8% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | -0.15% | 27.40%-27.6pp | 2268.06%-2268.2pp | 2041.45%-2041.6pp |
| Employer contribution / active EE | $3,634 | $1,901+91.2% | $2,787+30.4% | $2,203+65.0% |
| Participant deferral / active EE | $1,799 | $2,573-30.1% | $3,583-49.8% | $3,192-43.6% |
| Admin fee / account holder | $8,408 | $3,515+139.2% | $4,882+72.2% | $4,297+95.7% |