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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 | $23,750 | $84,685-72.0% | $73,836-67.8% | $125,389-81.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 0.62% | 3123.80%-3123.2pp | 2268.06%-2267.4pp | 282.24%-281.6pp |
| Employer contribution / active EE | $4,301 | $3,123+37.7% | $2,787+54.3% | $4,866-11.6% |
| Participant deferral / active EE | $0 | $3,993-100.0% | $3,583-100.0% | $5,352-100.0% |
| Admin fee / account holder | $340 | $5,694-94.0% | $4,882-93.0% | $9,541-96.4% |