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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 | $34,236 | $92,707-63.1% | $82,726-58.6% | $134,493-74.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 0.00% | 945.12%-945.1pp | 701.33%-701.3pp | 418.01%-418.0pp |
| Employer contribution / active EE | $13,136 | $3,274+301.2% | $3,009+336.6% | $4,740+177.1% |
| Participant deferral / active EE | $26,000 | $4,801+441.6% | $4,394+491.7% | $6,400+306.3% |
| Admin fee / account holder | $478 | $5,980-92.0% | $5,328-91.0% | $11,425-95.8% |