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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 | $63,525 | $197,819-67.9% | $155,789-59.2% | $125,389-49.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -2.39% | 86.73%-89.1pp | 71.54%-73.9pp | 282.24%-284.6pp |
| Employer contribution / active EE | $10,000 | $4,850+106.2% | $3,839+160.5% | $4,866+105.5% |
| Participant deferral / active EE | $17,500 | $5,631+210.8% | $4,798+264.7% | $5,352+227.0% |
| Admin fee / account holder | $631 | $9,544-93.4% | $7,477-91.6% | $9,541-93.4% |