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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 | $143,244 | $92,684+54.6% | $82,706+73.2% | $134,509+6.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 0.00% | 945.84%-945.8pp | 701.76%-701.8pp | 418.13%-418.1pp |
| Employer contribution / active EE | $0 | $3,272-100.0% | $3,007-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $13,550 | $4,800+182.3% | $4,394+208.4% | $6,400+111.7% |
| Admin fee / account holder | $359 | $5,982-94.0% | $5,329-93.3% | $11,427-96.9% |