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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 | $151,635 | $175,257-13.5% | $149,717+1.3% | $139,456+8.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 0.00% | 166.70%-166.7pp | 134.41%-134.4pp | 373.45%-373.4pp |
| Employer contribution / active EE | $64,998 | $5,477+1086.8% | $4,820+1248.6% | $4,753+1267.6% |
| Participant deferral / active EE | $22,500 | $6,521+245.0% | $5,682+296.0% | $6,711+235.3% |
| Admin fee / account holder | $632 | $16,156-96.1% | $13,213-95.2% | $11,407-94.5% |