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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 | $75,670 | $138,078-45.2% | $125,363-39.6% | $134,509-43.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.69% | 750.49%-767.2pp | 572.15%-588.8pp | 418.13%-434.8pp |
| Employer contribution / active EE | $5,538 | $5,245+5.6% | $4,815+15.0% | $4,741+16.8% |
| Participant deferral / active EE | $13,939 | $7,800+78.7% | $7,447+87.2% | $6,400+117.8% |
| Admin fee / account holder | $23,270 | $11,566+101.2% | $10,005+132.6% | $11,427+103.6% |