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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 | $59,628 | $90,320-34.0% | $59,496+0.2% | $125,389-52.4% |
| Participation rate | 100.0% | 68.3%+31.7pp | 54.6%+45.4pp | 83.2%+16.8pp |
| Annual return | 0.00% | 369.13%-369.1pp | 182.05%-182.0pp | 282.24%-282.2pp |
| Employer contribution / active EE | $1,809 | $1,792+1.0% | $1,153+56.9% | $4,866-62.8% |
| Participant deferral / active EE | $10,286 | $2,716+278.7% | $1,829+462.3% | $5,352+92.2% |
| Admin fee / account holder | $303 | $3,063-90.1% | $2,232-86.4% | $9,541-96.8% |