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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 | $31,545 | $150,447-79.0% | $136,298-76.9% | $147,586-78.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 0.00% | 1049.15%-1049.2pp | 5156.27%-5156.3pp | 578.59%-578.6pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $18,167 | $6,631+174.0% | $6,247+190.8% | $5,439+234.0% |
| Admin fee / account holder | $537 | $10,906-95.1% | $9,244-94.2% | $10,886-95.1% |