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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 | $22,071 | $185,225-88.1% | $142,898-84.6% | $167,536-86.8% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 0.00% | 8558.12%-8558.1pp | 5639.64%-5639.6pp | 478.82%-478.8pp |
| Employer contribution / active EE | $868 | $5,607-84.5% | $4,146-79.1% | $4,839-82.1% |
| Participant deferral / active EE | $19,500 | $4,496+333.7% | $3,838+408.0% | $6,342+207.5% |
| Admin fee / account holder | $489 | $8,032-93.9% | $6,560-92.5% | $12,315-96.0% |