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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 | $24,863 | $138,114-82.0% | $125,391-80.2% | $134,545-81.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.75% | 750.88%-763.6pp | 572.41%-585.2pp | 418.37%-431.1pp |
| Employer contribution / active EE | $2,513 | $5,246-52.1% | $4,816-47.8% | $4,742-47.0% |
| Participant deferral / active EE | $6,459 | $7,801-17.2% | $7,448-13.3% | $6,401+0.9% |
| Admin fee / account holder | $2,349 | $11,570-79.7% | $10,009-76.5% | $11,431-79.5% |