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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 | $109,138 | $209,422-47.9% | $178,503-38.9% | $158,982-31.4% |
| Participation rate | 71.4% | 86.4%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | 0.00% | 188.81%-188.8pp | 151.12%-151.1pp | 302.99%-303.0pp |
| Employer contribution / active EE | $3,011 | $5,707-47.2% | $5,011-39.9% | $4,763-36.8% |
| Participant deferral / active EE | $3,091 | $5,955-48.1% | $5,202-40.6% | $5,983-48.3% |
| Admin fee / account holder | $305 | $17,079-98.2% | $13,987-97.8% | $11,252-97.3% |