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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 | $29,474 | $97,732-69.8% | $83,831-64.8% | $135,380-78.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 1.45% | 1287.56%-1286.1pp | 850.99%-849.5pp | 519.81%-518.4pp |
| Employer contribution / active EE | $3,000 | $4,222-28.9% | $3,631-17.4% | $4,779-37.2% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $109,409 | $6,675+1539.2% | $5,479+1897.0% | $10,828+910.4% |