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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 | $82,278 | $180,459-54.4% | $154,108-46.6% | $135,380-39.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.04% | 888.21%-891.3pp | 735.21%-738.2pp | 519.81%-522.9pp |
| Employer contribution / active EE | $2,703 | $6,035-55.2% | $5,298-49.0% | $4,779-43.4% |
| Participant deferral / active EE | $6,066 | $5,806+4.5% | $5,081+19.4% | $5,609+8.1% |
| Admin fee / account holder | $13,238 | $16,145-18.0% | $13,411-1.3% | $10,828+22.3% |