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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 | $24,147 | $90,617-73.4% | $79,476-69.6% | $135,382-82.2% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 0.23% | 977.57%-977.3pp | 718.21%-718.0pp | 519.77%-519.5pp |
| Employer contribution / active EE | $1,550 | $3,068-49.5% | $2,800-44.7% | $4,779-67.6% |
| Participant deferral / active EE | $3,718 | $4,050-8.2% | $3,704+0.4% | $5,609-33.7% |
| Admin fee / account holder | $5,337 | $5,907-9.7% | $5,113+4.4% | $10,829-50.7% |