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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 | $27,411 | $60,128-54.4% | $90,440-69.7% | $79,852-65.7% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 0.00% | 71.95%-71.9pp | 1294.38%-1294.4pp | 31.72%-31.7pp |
| Employer contribution / active EE | $2,804 | $2,068+35.6% | $3,263-14.1% | $2,471+13.5% |
| Participant deferral / active EE | $6,211 | $2,939+111.4% | $3,964+56.7% | $3,740+66.1% |
| Admin fee / account holder | $517 | $3,977-87.0% | $5,615-90.8% | $5,306-90.3% |