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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 | $41,066 | $168,635-75.6% | $147,617-72.2% | $125,389-67.2% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 0.00% | 77.65%-77.7pp | 61.98%-62.0pp | 282.24%-282.2pp |
| Employer contribution / active EE | $2,305 | $6,252-63.1% | $5,564-58.6% | $4,866-52.6% |
| Participant deferral / active EE | $4,471 | $5,507-18.8% | $4,895-8.7% | $5,352-16.4% |
| Admin fee / account holder | $443 | $13,580-96.7% | $11,612-96.2% | $9,541-95.4% |