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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 | $50,555 | $184,000-72.5% | $162,185-68.8% | $152,909-66.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 0.00% | 150.80%-150.8pp | 115.61%-115.6pp | 345.46%-345.5pp |
| Employer contribution / active EE | $17,503 | $6,370+174.8% | $5,613+211.8% | $4,764+267.4% |
| Participant deferral / active EE | $18,815 | $8,033+134.2% | $7,297+157.8% | $5,851+221.5% |
| Admin fee / account holder | $510 | $13,124-96.1% | $10,844-95.3% | $11,601-95.6% |