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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 | $131,783 | $180,462-27.0% | $154,111-14.5% | $135,379-2.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.04% | 888.17%-894.2pp | 735.18%-741.2pp | 519.79%-525.8pp |
| Employer contribution / active EE | $1,347 | $6,036-77.7% | $5,298-74.6% | $4,779-71.8% |
| Participant deferral / active EE | $8,290 | $5,806+42.8% | $5,081+63.2% | $5,609+47.8% |
| Admin fee / account holder | $44,994 | $16,145+178.7% | $13,411+235.5% | $10,828+315.5% |