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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 | $21,145 | $138,075-84.7% | $123,552-82.9% | $135,379-84.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 2.23% | 153.70%-151.5pp | 119.20%-117.0pp | 519.79%-517.6pp |
| Employer contribution / active EE | $1,524 | $5,152-70.4% | $4,628-67.1% | $4,779-68.1% |
| Participant deferral / active EE | $2,323 | $6,800-65.8% | $6,426-63.9% | $5,609-58.6% |
| Admin fee / account holder | $37,513 | $10,917+243.6% | $9,285+304.0% | $10,828+246.4% |