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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 | $70,615 | $97,761-27.8% | $83,850-15.8% | $135,382-47.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -3.06% | 1287.44%-1290.5pp | 850.92%-854.0pp | 519.77%-522.8pp |
| Employer contribution / active EE | $2,844 | $4,222-32.6% | $3,631-21.7% | $4,779-40.5% |
| Participant deferral / active EE | $6,978 | $4,682+49.0% | $4,082+71.0% | $5,609+24.4% |
| Admin fee / account holder | $5,636 | $6,674-15.6% | $5,478+2.9% | $10,829-48.0% |