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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 | $9,858 | $57,330-82.8% | $86,656-88.6% | $75,177-86.9% |
| Participation rate | 97.1% | 63.2%+33.9pp | 71.7%+25.4pp | 67.2%+29.9pp |
| Annual return | 0.00% | 2675.40%-2675.4pp | 593.09%-593.1pp | 160.75%-160.8pp |
| Employer contribution / active EE | $1,560 | $2,316-32.7% | $3,025-48.4% | $2,671-41.6% |
| Participant deferral / active EE | $2,848 | $3,320-14.2% | $4,439-35.8% | $4,126-31.0% |
| Admin fee / account holder | $715 | $4,115-82.6% | $5,619-87.3% | $5,651-87.4% |