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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 | $70,557 | $160,070-55.9% | $147,117-52.0% | $145,897-51.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 0.00% | 98.69%-98.7pp | 420.54%-420.5pp | 552.29%-552.3pp |
| Employer contribution / active EE | $2,740 | $5,285-48.2% | $4,932-44.4% | $4,663-41.2% |
| Participant deferral / active EE | $8,743 | $8,419+3.8% | $8,065+8.4% | $6,689+30.7% |
| Admin fee / account holder | $20,102 | $15,035+33.7% | $12,993+54.7% | $13,390+50.1% |