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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 | $73,111 | $180,462-59.5% | $154,111-52.6% | $135,379-46.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.47% | 888.17%-893.6pp | 735.18%-740.7pp | 519.79%-525.3pp |
| Employer contribution / active EE | $6,677 | $6,036+10.6% | $5,298+26.0% | $4,779+39.7% |
| Participant deferral / active EE | $5,283 | $5,806-9.0% | $5,081+4.0% | $5,609-5.8% |
| Admin fee / account holder | $22,121 | $16,145+37.0% | $13,411+64.9% | $10,828+104.3% |