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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 | $14,184 | $102,638-86.2% | $81,991-82.7% | $158,966-91.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 0.00% | 61.05%-61.1pp | 41.31%-41.3pp | 302.95%-302.9pp |
| Employer contribution / active EE | $3,700 | $3,241+14.2% | $2,498+48.1% | $4,762-22.3% |
| Participant deferral / active EE | $7,063 | $4,649+51.9% | $3,722+89.7% | $5,983+18.0% |
| Admin fee / account holder | $15,677 | $8,237+90.3% | $5,665+176.8% | $11,250+39.4% |