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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 | $39,236 | $114,093-65.6% | $96,171-59.2% | $167,536-76.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 0.00% | 190.00%-190.0pp | 192.04%-192.0pp | 478.82%-478.8pp |
| Employer contribution / active EE | $25,695 | $3,429+649.2% | $2,799+818.1% | $4,839+431.0% |
| Participant deferral / active EE | $11,690 | $5,197+124.9% | $4,350+168.7% | $6,342+84.3% |
| Admin fee / account holder | $800 | $6,899-88.4% | $5,538-85.6% | $12,315-93.5% |