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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 | $23,375 | $56,199-58.4% | $67,652-65.4% | $59,632-60.8% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -0.91% | 18505.31%-18506.2pp | 6625.04%-6626.0pp | 2041.32%-2042.2pp |
| Employer contribution / active EE | $2,886 | $1,614+78.7% | $2,266+27.4% | $2,203+31.0% |
| Participant deferral / active EE | $6,401 | $2,844+125.1% | $3,560+79.8% | $3,192+100.5% |
| Admin fee / account holder | $4,013 | $3,958+1.4% | $4,821-16.7% | $4,297-6.6% |