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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 | $74,298 | $160,028-53.6% | $147,080-49.5% | $145,884-49.1% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 0.00% | 98.60%-98.6pp | 420.17%-420.2pp | 551.85%-551.8pp |
| Employer contribution / active EE | $2,820 | $5,286-46.6% | $4,933-42.8% | $4,662-39.5% |
| Participant deferral / active EE | $5,804 | $8,422-31.1% | $8,066-28.0% | $6,690-13.2% |
| Admin fee / account holder | $6,990 | $15,030-53.5% | $12,989-46.2% | $13,392-47.8% |