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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 | $53,221 | $112,935-52.9% | $90,970-41.5% | $158,966-66.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 0.00% | 215.79%-215.8pp | 134.58%-134.6pp | 302.95%-302.9pp |
| Employer contribution / active EE | $20,117 | $2,895+595.0% | $2,122+847.8% | $4,762+322.4% |
| Participant deferral / active EE | $12,294 | $4,129+197.8% | $3,373+264.4% | $5,983+105.5% |
| Admin fee / account holder | $939 | $8,045-88.3% | $5,960-84.2% | $11,250-91.7% |