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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 | $42,044 | $197,637-78.7% | $177,848-76.4% | $158,982-73.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 0.00% | 58.77%-58.8pp | 48.33%-48.3pp | 302.99%-303.0pp |
| Employer contribution / active EE | $5,974 | $6,698-10.8% | $5,919+0.9% | $4,763+25.4% |
| Participant deferral / active EE | $11,706 | $8,405+39.3% | $7,714+51.8% | $5,983+95.6% |
| Admin fee / account holder | $344 | $15,406-97.8% | $12,431-97.2% | $11,252-96.9% |