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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 | $23,305 | $82,630-71.8% | $64,105-63.6% | $125,388-81.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | 0.70% | 1489.72%-1489.0pp | 791.24%-790.5pp | 282.24%-281.5pp |
| Employer contribution / active EE | $1,354 | $2,671-49.3% | $1,820-25.6% | $4,866-72.2% |
| Participant deferral / active EE | $780 | $3,608-78.4% | $2,822-72.4% | $5,352-85.4% |
| Admin fee / account holder | $21,298 | $6,382+233.7% | $4,499+373.4% | $9,541+123.2% |