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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 | $121,394 | $150,447-19.3% | $136,298-10.9% | $147,586-17.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 0.00% | 1049.15%-1049.2pp | 5156.27%-5156.3pp | 578.59%-578.6pp |
| Employer contribution / active EE | $1,790 | $5,256-65.9% | $4,696-61.9% | $4,876-63.3% |
| Participant deferral / active EE | $11,538 | $6,631+74.0% | $6,247+84.7% | $5,439+112.2% |
| Admin fee / account holder | $447 | $10,906-95.9% | $9,244-95.2% | $10,886-95.9% |