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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 | $19,908 | $84,697-76.5% | $73,845-73.0% | $125,393-84.1% |
| Participation rate | 88.9% | 76.8%+12.1pp | 73.4%+15.4pp | 83.2%+5.7pp |
| Annual return | 0.00% | 3123.66%-3123.7pp | 2267.91%-2267.9pp | 282.23%-282.2pp |
| Employer contribution / active EE | $1,333 | $3,123-57.3% | $2,788-52.2% | $4,866-72.6% |
| Participant deferral / active EE | $1,537 | $3,993-61.5% | $3,583-57.1% | $5,351-71.3% |
| Admin fee / account holder | $493 | $5,692-91.3% | $4,881-89.9% | $9,541-94.8% |