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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 | $78,193 | $111,830-30.1% | $93,696-16.5% | $145,884-46.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 0.00% | 204.08%-204.1pp | 133.74%-133.7pp | 551.85%-551.8pp |
| Employer contribution / active EE | $15,549 | $3,093+402.7% | $2,422+542.0% | $4,662+233.5% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,417-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,023 | $10,249-90.0% | $8,287-87.7% | $13,392-92.4% |