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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 | $56,005 | $99,668-43.8% | $86,451-35.2% | $134,545-58.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.85% | 6789.61%-6805.5pp | 4398.51%-4414.4pp | 418.37%-434.2pp |
| Employer contribution / active EE | $8,000 | $4,403+81.7% | $3,770+112.2% | $4,742+68.7% |
| Participant deferral / active EE | $11,363 | $7,249+56.7% | $6,953+63.4% | $6,401+77.5% |
| Admin fee / account holder | $1,063 | $8,377-87.3% | $6,734-84.2% | $11,431-90.7% |