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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 | $30,954 | $138,076-77.6% | $123,553-74.9% | $135,380-77.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 0.00% | 153.70%-153.7pp | 119.21%-119.2pp | 519.81%-519.8pp |
| Employer contribution / active EE | $3,123 | $5,152-39.4% | $4,628-32.5% | $4,779-34.7% |
| Participant deferral / active EE | $10,598 | $6,800+55.9% | $6,426+64.9% | $5,609+88.9% |
| Admin fee / account holder | $447 | $10,917-95.9% | $9,284-95.2% | $10,828-95.9% |