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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 | $38,229 | $97,732-60.9% | $83,831-54.4% | $135,380-71.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -2.10% | 1287.56%-1289.7pp | 850.99%-853.1pp | 519.81%-521.9pp |
| Employer contribution / active EE | $9,912 | $4,222+134.8% | $3,631+173.0% | $4,779+107.4% |
| Participant deferral / active EE | $8,983 | $4,683+91.8% | $4,082+120.1% | $5,609+60.2% |
| Admin fee / account holder | $87,195 | $6,675+1206.4% | $5,479+1491.5% | $10,828+705.3% |