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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 | $22,279 | $84,685-73.7% | $73,836-69.8% | $125,389-82.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 0.00% | 3123.80%-3123.8pp | 2268.06%-2268.1pp | 282.24%-282.2pp |
| Employer contribution / active EE | $1,993 | $3,123-36.2% | $2,787-28.5% | $4,866-59.0% |
| Participant deferral / active EE | $3,851 | $3,993-3.5% | $3,583+7.5% | $5,352-28.0% |
| Admin fee / account holder | $1,563 | $5,694-72.6% | $4,882-68.0% | $9,541-83.6% |