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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 | $87,377 | $160,059-45.4% | $140,019-37.6% | $135,380-35.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.02% | 911.48%-916.5pp | 651.17%-656.2pp | 519.81%-524.8pp |
| Employer contribution / active EE | $1,682 | $6,420-73.8% | $5,605-70.0% | $4,779-64.8% |
| Participant deferral / active EE | $2,995 | $7,641-60.8% | $6,927-56.8% | $5,609-46.6% |
| Admin fee / account holder | $6,106 | $13,328-54.2% | $10,705-43.0% | $10,828-43.6% |