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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 | $11,434 | $103,038-88.9% | $90,324-87.3% | $152,909-92.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 0.00% | 95.25%-95.3pp | 78.15%-78.1pp | 345.46%-345.5pp |
| Employer contribution / active EE | $1,965 | $3,141-37.4% | $2,856-31.2% | $4,764-58.7% |
| Participant deferral / active EE | $1,979 | $4,282-53.8% | $3,885-49.1% | $5,851-66.2% |
| Admin fee / account holder | $659 | $6,177-89.3% | $5,356-87.7% | $11,601-94.3% |