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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 | $57,686 | $180,462-68.0% | $154,111-62.6% | $135,379-57.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.94% | 888.17%-893.1pp | 735.18%-740.1pp | 519.79%-524.7pp |
| Employer contribution / active EE | $3,308 | $6,036-45.2% | $5,298-37.6% | $4,779-30.8% |
| Participant deferral / active EE | $8,386 | $5,806+44.4% | $5,081+65.1% | $5,609+49.5% |
| Admin fee / account holder | $16,583 | $16,145+2.7% | $13,411+23.6% | $10,828+53.1% |