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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 | $86,144 | $138,078-37.6% | $125,363-31.3% | $134,509-36.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.11% | 750.49%-766.6pp | 572.15%-588.3pp | 418.13%-434.2pp |
| Employer contribution / active EE | $5,190 | $5,245-1.0% | $4,815+7.8% | $4,741+9.5% |
| Participant deferral / active EE | $4,701 | $7,800-39.7% | $7,447-36.9% | $6,400-26.5% |
| Admin fee / account holder | $567 | $11,566-95.1% | $10,005-94.3% | $11,427-95.0% |