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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 | $98,810 | $160,059-38.3% | $140,019-29.4% | $135,380-27.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.19% | 911.48%-915.7pp | 651.17%-655.4pp | 519.81%-524.0pp |
| Employer contribution / active EE | $5,900 | $6,420-8.1% | $5,605+5.3% | $4,779+23.5% |
| Participant deferral / active EE | $9,011 | $7,641+17.9% | $6,927+30.1% | $5,609+60.6% |
| Admin fee / account holder | $8,594 | $13,328-35.5% | $10,705-19.7% | $10,828-20.6% |