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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 | $21,605 | $138,075-84.4% | $123,552-82.5% | $135,379-84.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 0.00% | 153.70%-153.7pp | 119.20%-119.2pp | 519.79%-519.8pp |
| Employer contribution / active EE | $13,201 | $5,152+156.2% | $4,628+185.2% | $4,779+176.2% |
| Participant deferral / active EE | $10,183 | $6,800+49.8% | $6,426+58.5% | $5,609+81.5% |
| Admin fee / account holder | $625 | $10,917-94.3% | $9,285-93.3% | $10,828-94.2% |