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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 | $185,199-88.1% | $142,874-84.6% | $167,518-86.8% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 0.00% | 8556.90%-8556.9pp | 5638.58%-5638.6pp | 478.71%-478.7pp |
| Employer contribution / active EE | $868 | $5,606-84.5% | $4,145-79.1% | $4,838-82.1% |
| Participant deferral / active EE | $19,500 | $4,495+333.8% | $3,838+408.1% | $6,342+207.5% |
| Admin fee / account holder | $489 | $8,031-93.9% | $6,561-92.5% | $12,312-96.0% |