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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 | $43,430 | $138,102-68.6% | $125,381-65.4% | $134,532-67.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.23% | 750.73%-767.0pp | 572.31%-588.5pp | 418.27%-434.5pp |
| Employer contribution / active EE | $9,649 | $5,245+84.0% | $4,815+100.4% | $4,741+103.5% |
| Participant deferral / active EE | $4,491 | $7,801-42.4% | $7,448-39.7% | $6,401-29.8% |
| Admin fee / account holder | $647 | $11,568-94.4% | $10,007-93.5% | $11,429-94.3% |