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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 | $24,635 | $138,076-82.2% | $123,553-80.1% | $135,380-81.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 0.14% | 153.70%-153.6pp | 119.21%-119.1pp | 519.81%-519.7pp |
| Employer contribution / active EE | $2,869 | $5,152-44.3% | $4,628-38.0% | $4,779-40.0% |
| Participant deferral / active EE | $10,401 | $6,800+53.0% | $6,426+61.9% | $5,609+85.4% |
| Admin fee / account holder | $182,184 | $10,917+1568.8% | $9,284+1862.2% | $10,828+1582.5% |