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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 | $63,053 | $102,382-38.4% | $147,005-57.1% | $80,874-22.0% |
| Participation rate | 96.9% | 75.8%+21.1pp | 82.2%+14.7pp | 67.6%+29.3pp |
| Annual return | 0.00% | 134.89%-134.9pp | 418.76%-418.8pp | 35.62%-35.6pp |
| Employer contribution / active EE | $20,935 | $3,715+463.6% | $4,934+324.3% | $2,756+659.7% |
| Participant deferral / active EE | $0 | $6,646-100.0% | $8,070-100.0% | $4,297-100.0% |
| Admin fee / account holder | $17,890 | $7,942+125.2% | $13,006+37.6% | $6,935+158.0% |