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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 | $18,940 | $84,685-77.6% | $73,836-74.3% | $125,389-84.9% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 0.83% | 3123.80%-3123.0pp | 2268.06%-2267.2pp | 282.24%-281.4pp |
| Employer contribution / active EE | $2,042 | $3,123-34.6% | $2,787-26.8% | $4,866-58.0% |
| Participant deferral / active EE | $2,279 | $3,993-42.9% | $3,583-36.4% | $5,352-57.4% |
| Admin fee / account holder | $834 | $5,694-85.3% | $4,882-82.9% | $9,541-91.3% |