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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 | $80,121 | $138,102-42.0% | $125,381-36.1% | $134,532-40.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.29% | 750.73%-768.0pp | 572.31%-589.6pp | 418.27%-435.6pp |
| Employer contribution / active EE | $1,195 | $5,245-77.2% | $4,815-75.2% | $4,741-74.8% |
| Participant deferral / active EE | $3,929 | $7,801-49.6% | $7,448-47.2% | $6,401-38.6% |
| Admin fee / account holder | $15,835 | $11,568+36.9% | $10,007+58.2% | $11,429+38.6% |