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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 | $27,827 | $81,763-66.0% | $58,561-52.5% | $139,466-80.0% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 0.00% | 7427.77%-7427.8pp | 4251.33%-4251.3pp | 373.66%-373.7pp |
| Employer contribution / active EE | $1,433 | $1,398+2.5% | $1,053+36.0% | $4,754-69.9% |
| Participant deferral / active EE | $7,420 | $2,555+190.4% | $1,923+285.8% | $6,712+10.5% |
| Admin fee / account holder | $688 | $3,273-79.0% | $2,520-72.7% | $11,409-94.0% |