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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 | $29,748 | $99,644-70.1% | $86,438-65.6% | $134,532-77.9% |
| Participation rate | 75.0% | 82.1%-7.1pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | 0.00% | 6787.26%-6787.3pp | 4397.19%-4397.2pp | 418.27%-418.3pp |
| Employer contribution / active EE | $5,748 | $4,402+30.6% | $3,769+52.5% | $4,741+21.2% |
| Participant deferral / active EE | $3,116 | $7,247-57.0% | $6,952-55.2% | $6,401-51.3% |
| Admin fee / account holder | $1,710 | $8,375-79.6% | $6,733-74.6% | $11,429-85.0% |