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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 | $33,861 | $102,393-66.9% | $147,041-77.0% | $80,911-58.1% |
| Participation rate | 87.3% | 75.9%+11.5pp | 82.2%+5.2pp | 67.6%+19.7pp |
| Annual return | 0.00% | 134.95%-134.9pp | 419.21%-419.2pp | 35.63%-35.6pp |
| Employer contribution / active EE | $1,335 | $3,715-64.1% | $4,935-73.0% | $2,756-51.6% |
| Participant deferral / active EE | $0 | $6,647-100.0% | $8,071-100.0% | $4,297-100.0% |
| Admin fee / account holder | $379 | $7,943-95.2% | $13,006-97.1% | $6,935-94.5% |