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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 | $28,210 | $102,393-72.4% | $147,041-80.8% | $80,911-65.1% |
| Participation rate | 96.9% | 75.9%+21.0pp | 82.2%+14.7pp | 67.6%+29.2pp |
| Annual return | 0.00% | 134.95%-134.9pp | 419.21%-419.2pp | 35.63%-35.6pp |
| Employer contribution / active EE | $12,405 | $3,715+233.9% | $4,935+151.4% | $2,756+350.1% |
| Participant deferral / active EE | $0 | $6,647-100.0% | $8,071-100.0% | $4,297-100.0% |
| Admin fee / account holder | $3,645 | $7,943-54.1% | $13,006-72.0% | $6,935-47.4% |