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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 | $43,516 | $96,691-55.0% | $86,656-49.8% | $139,487-68.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 0.00% | 106.87%-106.9pp | 593.09%-593.1pp | 373.84%-373.8pp |
| Employer contribution / active EE | $2,036 | $3,267-37.7% | $3,025-32.7% | $4,755-57.2% |
| Participant deferral / active EE | $2,006 | $4,838-58.5% | $4,439-54.8% | $6,713-70.1% |
| Admin fee / account holder | $714 | $6,414-88.9% | $5,619-87.3% | $11,407-93.7% |