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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 | $131,753 | $150,447-12.4% | $136,298-3.3% | $147,586-10.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 0.00% | 1049.15%-1049.2pp | 5156.27%-5156.3pp | 578.59%-578.6pp |
| Employer contribution / active EE | $2,585 | $5,256-50.8% | $4,696-44.9% | $4,876-47.0% |
| Participant deferral / active EE | $9,117 | $6,631+37.5% | $6,247+45.9% | $5,439+67.6% |
| Admin fee / account holder | $887 | $10,906-91.9% | $9,244-90.4% | $10,886-91.9% |