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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 | $38,356 | $109,863-65.1% | $98,477-61.1% | $167,518-77.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 22.43% | 1958.09%-1935.7pp | 1493.59%-1471.2pp | 478.71%-456.3pp |
| Employer contribution / active EE | $3,233 | $3,225+0.3% | $2,961+9.2% | $4,838-33.2% |
| Participant deferral / active EE | $3,233 | $4,673-30.8% | $4,276-24.4% | $6,342-49.0% |
| Admin fee / account holder | $148,018 | $6,755+2091.2% | $5,951+2387.3% | $12,312+1102.2% |