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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 | $72,079 | $138,078-47.8% | $125,363-42.5% | $134,509-46.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.34% | 750.49%-767.8pp | 572.15%-589.5pp | 418.13%-435.5pp |
| Employer contribution / active EE | $7,163 | $5,245+36.6% | $4,815+48.8% | $4,741+51.1% |
| Participant deferral / active EE | $11,355 | $7,800+45.6% | $7,447+52.5% | $6,400+77.4% |
| Admin fee / account holder | $1,426 | $11,566-87.7% | $10,005-85.8% | $11,427-87.5% |