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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 | $31,071 | $60,119-48.3% | $90,430-65.6% | $79,858-61.1% |
| Participation rate | 85.2% | 65.0%+20.2pp | 72.7%+12.5pp | 69.6%+15.5pp |
| Annual return | 0.00% | 71.94%-71.9pp | 1293.73%-1293.7pp | 31.72%-31.7pp |
| Employer contribution / active EE | $5,797 | $2,068+180.4% | $3,262+77.7% | $2,471+134.6% |
| Participant deferral / active EE | $5,053 | $2,938+72.0% | $3,963+27.5% | $3,740+35.1% |
| Admin fee / account holder | $4,034 | $3,976+1.5% | $5,613-28.1% | $5,306-24.0% |