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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 | $55,700 | $160,059-65.2% | $140,019-60.2% | $135,380-58.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 0.00% | 911.48%-911.5pp | 651.17%-651.2pp | 519.81%-519.8pp |
| Employer contribution / active EE | $6,823 | $6,420+6.3% | $5,605+21.7% | $4,779+42.8% |
| Participant deferral / active EE | $10,021 | $7,641+31.1% | $6,927+44.7% | $5,609+78.7% |
| Admin fee / account holder | $3,803 | $13,328-71.5% | $10,705-64.5% | $10,828-64.9% |