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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 | $13,120 | $99,031-86.8% | $86,597-84.8% | $147,585-91.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 0.00% | 1312.56%-1312.6pp | 964.96%-965.0pp | 578.57%-578.6pp |
| Employer contribution / active EE | $620 | $3,132-80.2% | $2,840-78.2% | $4,876-87.3% |
| Participant deferral / active EE | $12,817 | $3,972+222.7% | $3,609+255.2% | $5,439+135.7% |
| Admin fee / account holder | $668 | $5,711-88.3% | $4,906-86.4% | $10,885-93.9% |