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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 | $34,268 | $84,684-59.5% | $73,835-53.6% | $125,388-72.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 3.80% | 3123.93%-3120.1pp | 2268.13%-2264.3pp | 282.24%-278.4pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,788-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $6,115 | $3,993+53.2% | $3,583+70.7% | $5,352+14.3% |
| Admin fee / account holder | $19,624 | $5,691+244.8% | $4,880+302.2% | $9,541+105.7% |