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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 | $26,699 | $97,729-72.7% | $83,830-68.2% | $135,379-80.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 0.00% | 1287.52%-1287.5pp | 850.97%-851.0pp | 519.79%-519.8pp |
| Employer contribution / active EE | $26,865 | $4,222+536.3% | $3,631+639.9% | $4,779+462.2% |
| Participant deferral / active EE | $2,534 | $4,683-45.9% | $4,082-37.9% | $5,609-54.8% |
| Admin fee / account holder | $538 | $6,674-91.9% | $5,479-90.2% | $10,828-95.0% |