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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 | $64,043 | $180,459-64.5% | $154,108-58.4% | $135,380-52.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.56% | 888.21%-894.8pp | 735.21%-741.8pp | 519.81%-526.4pp |
| Employer contribution / active EE | $8,512 | $6,035+41.0% | $5,298+60.7% | $4,779+78.1% |
| Participant deferral / active EE | $7,557 | $5,806+30.1% | $5,081+48.7% | $5,609+34.7% |
| Admin fee / account holder | $722,129 | $16,145+4372.8% | $13,411+5284.4% | $10,828+6569.0% |