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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 | $56,040 | $84,685-33.8% | $73,836-24.1% | $125,389-55.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 2.91% | 3123.80%-3120.9pp | 2268.06%-2265.1pp | 282.24%-279.3pp |
| Employer contribution / active EE | $2,245 | $3,123-28.1% | $2,787-19.4% | $4,866-53.9% |
| Participant deferral / active EE | $2,582 | $3,993-35.3% | $3,583-27.9% | $5,352-51.8% |
| Admin fee / account holder | $67,037 | $5,694+1077.3% | $4,882+1273.2% | $9,541+602.6% |