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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 | $92,766-63.1% | $82,763-58.6% | $134,545-74.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 0.00% | 946.97%-947.0pp | 702.45%-702.4pp | 418.37%-418.4pp |
| Employer contribution / active EE | $13,136 | $3,273+301.3% | $3,008+336.6% | $4,742+177.0% |
| Participant deferral / active EE | $26,000 | $4,802+441.4% | $4,395+491.6% | $6,401+306.2% |
| Admin fee / account holder | $478 | $5,978-92.0% | $5,325-91.0% | $11,431-95.8% |