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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 | $33,493 | $84,697-60.5% | $73,845-54.6% | $125,393-73.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 0.15% | 3123.66%-3123.5pp | 2267.91%-2267.8pp | 282.23%-282.1pp |
| Employer contribution / active EE | $1,608 | $3,123-48.5% | $2,788-42.3% | $4,866-67.0% |
| Participant deferral / active EE | $2,329 | $3,993-41.7% | $3,583-35.0% | $5,351-56.5% |
| Admin fee / account holder | $4,992 | $5,692-12.3% | $4,881+2.3% | $9,541-47.7% |