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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 | $82,211 | $138,078-40.5% | $125,363-34.4% | $134,509-38.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.13% | 750.49%-764.6pp | 572.15%-586.3pp | 418.13%-432.3pp |
| Employer contribution / active EE | $3,653 | $5,245-30.3% | $4,815-24.1% | $4,741-22.9% |
| Participant deferral / active EE | $7,720 | $7,800-1.0% | $7,447+3.7% | $6,400+20.6% |
| Admin fee / account holder | $17,103 | $11,566+47.9% | $10,005+70.9% | $11,427+49.7% |