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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 | $27,130 | $176,688-84.6% | $130,660-79.2% | $152,897-82.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 0.00% | 2693.08%-2693.1pp | 1709.29%-1709.3pp | 345.43%-345.4pp |
| Employer contribution / active EE | $6,802 | $5,743+18.4% | $4,092+66.2% | $4,764+42.8% |
| Participant deferral / active EE | $9,984 | $4,362+128.9% | $3,603+177.1% | $5,851+70.6% |
| Admin fee / account holder | $536 | $7,131-92.5% | $5,463-90.2% | $11,599-95.4% |