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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 | $100,868-83.1% | $90,414-81.2% | $158,931-89.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 0.00% | 1724.58%-1724.6pp | 1293.19%-1293.2pp | 302.86%-302.9pp |
| Employer contribution / active EE | $2,298 | $3,689-37.7% | $3,262-29.6% | $4,761-51.7% |
| Participant deferral / active EE | $1,525 | $4,348-64.9% | $3,963-61.5% | $5,982-74.5% |
| Admin fee / account holder | $9,766 | $6,502+50.2% | $5,611+74.0% | $11,247-13.2% |