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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 | $39,634 | $112,933-64.9% | $90,970-56.4% | $158,982-75.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 0.00% | 215.82%-215.8pp | 134.60%-134.6pp | 302.99%-303.0pp |
| Employer contribution / active EE | $1,447 | $2,893-50.0% | $2,122-31.8% | $4,763-69.6% |
| Participant deferral / active EE | $34,000 | $4,128+723.7% | $3,373+908.0% | $5,983+468.2% |
| Admin fee / account holder | $412 | $8,047-94.9% | $5,961-93.1% | $11,252-96.3% |