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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 | $27,783 | $76,608-63.7% | $56,077-50.5% | $145,877-81.0% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 0.00% | 3009.59%-3009.6pp | 1709.28%-1709.3pp | 551.28%-551.3pp |
| Employer contribution / active EE | $4,112 | $1,382+197.6% | $1,040+295.2% | $4,663-11.8% |
| Participant deferral / active EE | $14,342 | $2,624+446.5% | $1,954+634.0% | $6,691+114.4% |
| Admin fee / account holder | $974 | $3,325-70.7% | $2,825-65.5% | $13,402-92.7% |