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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 | $76,195 | $133,981-43.1% | $112,249-32.1% | $134,532-43.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 0.00% | 47.16%-47.2pp | 27.48%-27.5pp | 418.27%-418.3pp |
| Employer contribution / active EE | $1,355 | $4,040-66.5% | $3,636-62.7% | $4,741-71.4% |
| Participant deferral / active EE | $2,014 | $5,292-61.9% | $4,729-57.4% | $6,401-68.5% |
| Admin fee / account holder | $399 | $7,492-94.7% | $6,412-93.8% | $11,429-96.5% |