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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 | $76,522-63.7% | $56,033-50.4% | $145,884-81.0% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 0.00% | 3014.28%-3014.3pp | 1711.38%-1711.4pp | 551.85%-551.8pp |
| Employer contribution / active EE | $4,112 | $1,382+197.4% | $1,041+295.0% | $4,662-11.8% |
| Participant deferral / active EE | $14,342 | $2,624+446.6% | $1,954+634.0% | $6,690+114.4% |
| Admin fee / account holder | $974 | $3,328-70.8% | $2,827-65.6% | $13,392-92.7% |