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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 | $68,759 | $97,761-29.7% | $83,850-18.0% | $135,382-49.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.41% | 1287.44%-1293.9pp | 850.92%-857.3pp | 519.77%-526.2pp |
| Employer contribution / active EE | $8,538 | $4,222+102.2% | $3,631+135.1% | $4,779+78.7% |
| Participant deferral / active EE | $8,926 | $4,682+90.6% | $4,082+118.7% | $5,609+59.1% |
| Admin fee / account holder | $1,482 | $6,674-77.8% | $5,478-72.9% | $10,829-86.3% |