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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 | $92,076 | $183,968-49.9% | $162,166-43.2% | $152,870-39.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 0.00% | 150.77%-150.8pp | 115.59%-115.6pp | 345.34%-345.3pp |
| Employer contribution / active EE | $11,308 | $6,371+77.5% | $5,614+101.4% | $4,763+137.4% |
| Participant deferral / active EE | $12,667 | $8,034+57.7% | $7,298+73.6% | $5,850+116.5% |
| Admin fee / account holder | $593 | $13,121-95.5% | $10,842-94.5% | $11,597-94.9% |