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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 | $21,750 | $92,766-76.6% | $82,763-73.7% | $134,545-83.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -0.01% | 946.97%-947.0pp | 702.45%-702.5pp | 418.37%-418.4pp |
| Employer contribution / active EE | $4,463 | $3,273+36.4% | $3,008+48.4% | $4,742-5.9% |
| Participant deferral / active EE | $7,438 | $4,802+54.9% | $4,395+69.2% | $6,401+16.2% |
| Admin fee / account holder | $442,370 | $5,978+7300.5% | $5,325+8207.2% | $11,431+3770.0% |