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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 | $56,353 | $180,466-68.8% | $154,114-63.4% | $135,382-58.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 0.00% | 888.15%-888.2pp | 735.16%-735.2pp | 519.77%-519.8pp |
| Employer contribution / active EE | $6,016 | $6,035-0.3% | $5,298+13.6% | $4,779+25.9% |
| Participant deferral / active EE | $5,162 | $5,806-11.1% | $5,081+1.6% | $5,609-8.0% |
| Admin fee / account holder | $7,364 | $16,144-54.4% | $13,411-45.1% | $10,829-32.0% |