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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 | $112,481 | $180,459-37.7% | $154,108-27.0% | $135,380-16.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.35% | 888.21%-896.6pp | 735.21%-743.6pp | 519.81%-528.2pp |
| Employer contribution / active EE | $5,354 | $6,035-11.3% | $5,298+1.1% | $4,779+12.0% |
| Participant deferral / active EE | $13,267 | $5,806+128.5% | $5,081+161.1% | $5,609+136.5% |
| Admin fee / account holder | $831 | $16,145-94.9% | $13,411-93.8% | $10,828-92.3% |