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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 | $35,643 | $110,801-67.8% | $86,615-58.8% | $167,536-78.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 0.00% | 116.96%-117.0pp | 63.51%-63.5pp | 478.82%-478.8pp |
| Employer contribution / active EE | $4,921 | $3,245+51.7% | $2,496+97.2% | $4,839+1.7% |
| Participant deferral / active EE | $43,462 | $4,547+855.9% | $3,699+1074.9% | $6,342+585.3% |
| Admin fee / account holder | $343 | $8,417-95.9% | $5,830-94.1% | $12,315-97.2% |