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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 | $40,044 | $73,518-45.5% | $63,003-36.4% | $147,585-72.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 0.00% | 175.46%-175.5pp | 87.59%-87.6pp | 578.57%-578.6pp |
| Employer contribution / active EE | $1,271 | $3,322-61.7% | $2,760-53.9% | $4,876-73.9% |
| Participant deferral / active EE | $3,892 | $4,183-7.0% | $3,329+16.9% | $5,439-28.4% |
| Admin fee / account holder | $425 | $5,952-92.9% | $3,600-88.2% | $10,885-96.1% |