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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 | $48,687 | $198,462-75.5% | $170,439-71.4% | $147,585-67.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 0.00% | 257.30%-257.3pp | 205.94%-205.9pp | 578.58%-578.6pp |
| Employer contribution / active EE | $35,742 | $6,184+478.0% | $5,433+557.9% | $4,876+633.0% |
| Participant deferral / active EE | $9,336 | $5,629+65.8% | $4,939+89.0% | $5,439+71.7% |
| Admin fee / account holder | $395 | $16,852-97.7% | $13,881-97.2% | $10,886-96.4% |