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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 | $60,290 | $180,462-66.6% | $154,111-60.9% | $135,379-55.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.55% | 888.17%-893.7pp | 735.18%-740.7pp | 519.79%-525.3pp |
| Employer contribution / active EE | $2,572 | $6,036-57.4% | $5,298-51.4% | $4,779-46.2% |
| Participant deferral / active EE | $2,277 | $5,806-60.8% | $5,081-55.2% | $5,609-59.4% |
| Admin fee / account holder | $795 | $16,145-95.1% | $13,411-94.1% | $10,828-92.7% |