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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 | $49,273 | $168,635-70.8% | $147,617-66.6% | $125,389-60.7% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.01% | 77.65%-78.7pp | 61.98%-63.0pp | 282.24%-283.2pp |
| Employer contribution / active EE | $3,806 | $6,252-39.1% | $5,564-31.6% | $4,866-21.8% |
| Participant deferral / active EE | $13,396 | $5,507+143.3% | $4,895+173.6% | $5,352+150.3% |
| Admin fee / account holder | $25,789 | $13,580+89.9% | $11,612+122.1% | $9,541+170.3% |