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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 | $51,906 | $160,059-67.6% | $140,019-62.9% | $135,380-61.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -3.94% | 911.48%-915.4pp | 651.17%-655.1pp | 519.81%-523.7pp |
| Employer contribution / active EE | $4,327 | $6,420-32.6% | $5,605-22.8% | $4,779-9.4% |
| Participant deferral / active EE | $10,652 | $7,641+39.4% | $6,927+53.8% | $5,609+89.9% |
| Admin fee / account holder | $35,941 | $13,328+169.7% | $10,705+235.7% | $10,828+231.9% |