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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 | $17,016 | $100,938-83.1% | $90,461-81.2% | $158,982-89.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 0.00% | 1727.20%-1727.2pp | 1294.76%-1294.8pp | 302.99%-303.0pp |
| Employer contribution / active EE | $2,298 | $3,691-37.8% | $3,264-29.6% | $4,763-51.8% |
| Participant deferral / active EE | $1,525 | $4,350-64.9% | $3,964-61.5% | $5,983-74.5% |
| Admin fee / account holder | $9,766 | $6,510+50.0% | $5,617+73.9% | $11,252-13.2% |