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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 | $51,739 | $99,668-48.1% | $86,451-40.2% | $134,545-61.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.42% | 6789.61%-6806.0pp | 4398.51%-4414.9pp | 418.37%-434.8pp |
| Employer contribution / active EE | $8,661 | $4,403+96.7% | $3,770+129.7% | $4,742+82.7% |
| Participant deferral / active EE | $7,747 | $7,249+6.9% | $6,953+11.4% | $6,401+21.0% |
| Admin fee / account holder | $981 | $8,377-88.3% | $6,734-85.4% | $11,431-91.4% |