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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 | $27,074 | $76,608-64.7% | $56,077-51.7% | $145,877-81.4% |
| Participation rate | 87.5% | 63.2%+24.3pp | 52.5%+35.0pp | 80.3%+7.2pp |
| Annual return | 0.00% | 3009.59%-3009.6pp | 1709.28%-1709.3pp | 551.28%-551.3pp |
| Employer contribution / active EE | $3,649 | $1,382+164.1% | $1,040+250.7% | $4,663-21.7% |
| Participant deferral / active EE | $4,287 | $2,624+63.3% | $1,954+119.4% | $6,691-35.9% |
| Admin fee / account holder | $428 | $3,325-87.1% | $2,825-84.8% | $13,402-96.8% |