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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 | $28,319 | $176,077-83.9% | $159,455-82.2% | $167,518-83.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 0.00% | 331.83%-331.8pp | 263.63%-263.6pp | 478.71%-478.7pp |
| Employer contribution / active EE | $5,683 | $5,298+7.3% | $4,830+17.6% | $4,838+17.4% |
| Participant deferral / active EE | $12,261 | $7,751+58.2% | $7,353+66.7% | $6,342+93.3% |
| Admin fee / account holder | $1,107 | $12,556-91.2% | $10,800-89.7% | $12,312-91.0% |