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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 | $21,073 | $110,551-80.9% | $80,741-73.9% | $167,536-87.4% |
| Participation rate | 95.8% | 64.0%+31.9pp | 54.2%+41.7pp | 82.1%+13.7pp |
| Annual return | 0.00% | 120.57%-120.6pp | 87.30%-87.3pp | 478.82%-478.8pp |
| Employer contribution / active EE | $961 | $1,543-37.7% | $1,160-17.1% | $4,839-80.1% |
| Participant deferral / active EE | $3,017 | $2,870+5.1% | $2,145+40.6% | $6,342-52.4% |
| Admin fee / account holder | $383 | $4,547-91.6% | $3,380-88.7% | $12,315-96.9% |