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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 | $6,127 | $84,551-92.8% | $61,452-90.0% | $134,532-95.4% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | 0.00% | 585.39%-585.4pp | 338.96%-339.0pp | 418.27%-418.3pp |
| Employer contribution / active EE | $7,847 | $1,545+408.0% | $1,160+576.7% | $4,741+65.5% |
| Participant deferral / active EE | $13,877 | $2,818+392.4% | $2,125+553.2% | $6,401+116.8% |
| Admin fee / account holder | $14,129 | $2,587+446.1% | $2,131+563.0% | $11,429+23.6% |