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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 | $51,366 | $135,645-62.1% | $110,243-53.4% | $135,380-62.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -3.38% | 513.24%-516.6pp | 314.76%-318.1pp | 519.81%-523.2pp |
| Employer contribution / active EE | $9,973 | $4,907+103.2% | $3,827+160.6% | $4,779+108.7% |
| Participant deferral / active EE | $5,521 | $5,507+0.2% | $4,672+18.2% | $5,609-1.6% |
| Admin fee / account holder | $421 | $11,458-96.3% | $8,548-95.1% | $10,828-96.1% |