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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 | $76,471 | $90,617-15.6% | $79,476-3.8% | $135,382-43.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -5.16% | 977.57%-982.7pp | 718.21%-723.4pp | 519.77%-524.9pp |
| Employer contribution / active EE | $1,560 | $3,068-49.1% | $2,800-44.3% | $4,779-67.3% |
| Participant deferral / active EE | $7,605 | $4,050+87.8% | $3,704+105.3% | $5,609+35.6% |
| Admin fee / account holder | $432 | $5,907-92.7% | $5,113-91.6% | $10,829-96.0% |