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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 | $10,890 | $100,938-89.2% | $90,461-88.0% | $158,982-93.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 0.00% | 1727.20%-1727.2pp | 1294.76%-1294.8pp | 302.99%-303.0pp |
| Employer contribution / active EE | $8,266 | $3,691+123.9% | $3,264+153.2% | $4,763+73.5% |
| Participant deferral / active EE | $14,009 | $4,350+222.1% | $3,964+253.4% | $5,983+134.1% |
| Admin fee / account holder | $5,587 | $6,510-14.2% | $5,617-0.5% | $11,252-50.3% |