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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 | $78,603 | $99,668-21.1% | $86,451-9.1% | $134,545-41.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.76% | 6789.61%-6807.4pp | 4398.51%-4416.3pp | 418.37%-436.1pp |
| Employer contribution / active EE | $6,466 | $4,403+46.9% | $3,770+71.5% | $4,742+36.4% |
| Participant deferral / active EE | $6,389 | $7,249-11.9% | $6,953-8.1% | $6,401-0.2% |
| Admin fee / account holder | $7,473 | $8,377-10.8% | $6,734+11.0% | $11,431-34.6% |