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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 | $51,737 | $217,427-76.2% | $185,837-72.2% | $167,518-69.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 0.00% | 148.39%-148.4pp | 122.08%-122.1pp | 478.71%-478.7pp |
| Employer contribution / active EE | $2,411 | $5,874-59.0% | $5,168-53.4% | $4,838-50.2% |
| Participant deferral / active EE | $7,663 | $6,357+20.5% | $5,568+37.6% | $6,342+20.8% |
| Admin fee / account holder | $523 | $19,816-97.4% | $16,241-96.8% | $12,312-95.8% |