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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 | $47,794 | $110,551-56.8% | $80,741-40.8% | $167,536-71.5% |
| Participation rate | 73.7% | 64.0%+9.7pp | 54.2%+19.5pp | 82.1%-8.4pp |
| Annual return | 0.00% | 120.57%-120.6pp | 87.30%-87.3pp | 478.82%-478.8pp |
| Employer contribution / active EE | $915 | $1,543-40.7% | $1,160-21.1% | $4,839-81.1% |
| Participant deferral / active EE | $3,488 | $2,870+21.5% | $2,145+62.6% | $6,342-45.0% |
| Admin fee / account holder | $1,182 | $4,547-74.0% | $3,380-65.0% | $12,315-90.4% |