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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 | $32,016 | $90,607-64.7% | $79,467-59.7% | $135,380-76.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 0.00% | 977.74%-977.7pp | 718.30%-718.3pp | 519.81%-519.8pp |
| Employer contribution / active EE | $3,163 | $3,068+3.1% | $2,800+12.9% | $4,779-33.8% |
| Participant deferral / active EE | $3,800 | $4,050-6.2% | $3,704+2.6% | $5,609-32.3% |
| Admin fee / account holder | $9,369 | $5,895+58.9% | $5,104+83.6% | $10,828-13.5% |