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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 | $45,895 | $138,102-66.8% | $125,381-63.4% | $134,532-65.9% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-11.0pp | 81.2%-9.8pp |
| Annual return | -11.55% | 750.73%-762.3pp | 572.31%-583.9pp | 418.27%-429.8pp |
| Employer contribution / active EE | $2,006 | $5,245-61.8% | $4,815-58.3% | $4,741-57.7% |
| Participant deferral / active EE | $3,622 | $7,801-53.6% | $7,448-51.4% | $6,401-43.4% |
| Admin fee / account holder | $2,250 | $11,568-80.5% | $10,007-77.5% | $11,429-80.3% |