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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 | $50,129 | $209,425-76.1% | $178,499-71.9% | $158,966-68.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 0.00% | 188.80%-188.8pp | 151.10%-151.1pp | 302.95%-302.9pp |
| Employer contribution / active EE | $7,990 | $5,707+40.0% | $5,011+59.4% | $4,762+67.8% |
| Participant deferral / active EE | $4,749 | $5,955-20.3% | $5,202-8.7% | $5,983-20.6% |
| Admin fee / account holder | $754 | $17,078-95.6% | $13,986-94.6% | $11,250-93.3% |