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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 | $60,092 | $138,102-56.5% | $125,381-52.1% | $134,532-55.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.20% | 750.73%-770.9pp | 572.31%-592.5pp | 418.27%-438.5pp |
| Employer contribution / active EE | $4,083 | $5,245-22.2% | $4,815-15.2% | $4,741-13.9% |
| Participant deferral / active EE | $7,017 | $7,801-10.0% | $7,448-5.8% | $6,401+9.6% |
| Admin fee / account holder | $1,741 | $11,568-84.9% | $10,007-82.6% | $11,429-84.8% |