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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 | $87,041 | $138,102-37.0% | $125,381-30.6% | $134,532-35.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.26% | 750.73%-767.0pp | 572.31%-588.6pp | 418.27%-434.5pp |
| Employer contribution / active EE | $7,760 | $5,245+47.9% | $4,815+61.2% | $4,741+63.7% |
| Participant deferral / active EE | $22,250 | $7,801+185.2% | $7,448+198.8% | $6,401+247.6% |
| Admin fee / account holder | $41,501 | $11,568+258.8% | $10,007+314.7% | $11,429+263.1% |