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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 | $84,475 | $138,114-38.8% | $125,391-32.6% | $134,545-37.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.92% | 750.88%-762.8pp | 572.41%-584.3pp | 418.37%-430.3pp |
| Employer contribution / active EE | $19,711 | $5,246+275.7% | $4,816+309.3% | $4,742+315.7% |
| Participant deferral / active EE | $4,037 | $7,801-48.3% | $7,448-45.8% | $6,401-36.9% |
| Admin fee / account holder | $9,231 | $11,570-20.2% | $10,009-7.8% | $11,431-19.2% |