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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 | $90,580 | $138,114-34.4% | $125,391-27.8% | $134,545-32.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -9.62% | 750.88%-760.5pp | 572.41%-582.0pp | 418.37%-428.0pp |
| Employer contribution / active EE | $1,744 | $5,246-66.8% | $4,816-63.8% | $4,742-63.2% |
| Participant deferral / active EE | $7,263 | $7,801-6.9% | $7,448-2.5% | $6,401+13.5% |
| Admin fee / account holder | $673 | $11,570-94.2% | $10,009-93.3% | $11,431-94.1% |