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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 | $46,431 | $100,938-54.0% | $90,461-48.7% | $158,982-70.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 0.00% | 1727.20%-1727.2pp | 1294.76%-1294.8pp | 302.99%-303.0pp |
| Employer contribution / active EE | $25,994 | $3,691+604.1% | $3,264+696.4% | $4,763+445.8% |
| Participant deferral / active EE | $24,981 | $4,350+474.3% | $3,964+530.1% | $5,983+317.5% |
| Admin fee / account holder | $13,478 | $6,510+107.0% | $5,617+140.0% | $11,252+19.8% |