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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 | $57,087 | $99,668-42.7% | $86,451-34.0% | $134,545-57.6% |
| Participation rate | 83.3% | 82.1%+1.3pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -9.12% | 6789.61%-6798.7pp | 4398.51%-4407.6pp | 418.37%-427.5pp |
| Employer contribution / active EE | $0 | $4,403-100.0% | $3,770-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $21,650 | $7,249+198.7% | $6,953+211.4% | $6,401+238.2% |
| Admin fee / account holder | $21,380 | $8,377+155.2% | $6,734+217.5% | $11,431+87.0% |