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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 | $85,640 | $160,059-46.5% | $140,019-38.8% | $135,379-36.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.97% | 911.44%-916.4pp | 651.15%-656.1pp | 519.79%-524.8pp |
| Employer contribution / active EE | $1,531 | $6,420-76.2% | $5,605-72.7% | $4,779-68.0% |
| Participant deferral / active EE | $15,615 | $7,641+104.4% | $6,927+125.4% | $5,609+178.4% |
| Admin fee / account holder | $9,321 | $13,328-30.1% | $10,705-12.9% | $10,828-13.9% |