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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 | $171,981 | $171,867+0.1% | $149,721+14.9% | $147,586+16.5% |
| Participation rate | 70.0% | 88.2%-18.2pp | 87.1%-17.1pp | 82.8%-12.8pp |
| Annual return | 0.00% | 2113.36%-2113.4pp | 1501.67%-1501.7pp | 578.59%-578.6pp |
| Employer contribution / active EE | $2,518 | $6,275-59.9% | $5,444-53.8% | $4,876-48.4% |
| Participant deferral / active EE | $10,023 | $7,270+37.9% | $6,568+52.6% | $5,439+84.3% |
| Admin fee / account holder | $9,186 | $13,799-33.4% | $11,282-18.6% | $10,886-15.6% |