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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 | $87,374 | $180,459-51.6% | $154,108-43.3% | $135,380-35.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.97% | 888.21%-896.2pp | 735.21%-743.2pp | 519.81%-527.8pp |
| Employer contribution / active EE | $2,847 | $6,035-52.8% | $5,298-46.3% | $4,779-40.4% |
| Participant deferral / active EE | $8,663 | $5,806+49.2% | $5,081+70.5% | $5,609+54.5% |
| Admin fee / account holder | $1,475 | $16,145-90.9% | $13,411-89.0% | $10,828-86.4% |