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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 | $35,094 | $180,459-80.6% | $154,108-77.2% | $135,380-74.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.73% | 888.21%-895.9pp | 735.21%-742.9pp | 519.81%-527.5pp |
| Employer contribution / active EE | $6,065 | $6,035+0.5% | $5,298+14.5% | $4,779+26.9% |
| Participant deferral / active EE | $6,141 | $5,806+5.8% | $5,081+20.9% | $5,609+9.5% |
| Admin fee / account holder | $1,213 | $16,145-92.5% | $13,411-91.0% | $10,828-88.8% |