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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 | $32,544 | $84,685-61.6% | $73,836-55.9% | $125,389-74.0% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 1.30% | 3123.80%-3122.5pp | 2268.06%-2266.8pp | 282.24%-280.9pp |
| Employer contribution / active EE | $3,820 | $3,123+22.3% | $2,787+37.0% | $4,866-21.5% |
| Participant deferral / active EE | $1,939 | $3,993-51.4% | $3,583-45.9% | $5,352-63.8% |
| Admin fee / account holder | $11,247 | $5,694+97.5% | $4,882+130.4% | $9,541+17.9% |