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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 | $44,481 | $165,351-73.1% | $149,710-70.3% | $158,931-72.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 0.00% | 348.19%-348.2pp | 276.63%-276.6pp | 302.86%-302.9pp |
| Employer contribution / active EE | $3,204 | $5,103-37.2% | $4,645-31.0% | $4,761-32.7% |
| Participant deferral / active EE | $5,902 | $7,181-17.8% | $6,842-13.7% | $5,982-1.3% |
| Admin fee / account holder | $1,349 | $10,807-87.5% | $9,309-85.5% | $11,247-88.0% |