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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 | $99,431 | $138,114-28.0% | $125,391-20.7% | $134,545-26.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -5.10% | 750.88%-756.0pp | 572.41%-577.5pp | 418.37%-423.5pp |
| Employer contribution / active EE | $16,354 | $5,246+211.8% | $4,816+239.6% | $4,742+244.9% |
| Participant deferral / active EE | $11,135 | $7,801+42.7% | $7,448+49.5% | $6,401+73.9% |
| Admin fee / account holder | $81,706 | $11,570+606.2% | $10,009+716.4% | $11,431+614.8% |