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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 | $99,918 | $138,102-27.6% | $125,381-20.3% | $134,532-25.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.56% | 750.73%-769.3pp | 572.31%-590.9pp | 418.27%-436.8pp |
| Employer contribution / active EE | $3,618 | $5,245-31.0% | $4,815-24.9% | $4,741-23.7% |
| Participant deferral / active EE | $5,125 | $7,801-34.3% | $7,448-31.2% | $6,401-19.9% |
| Admin fee / account holder | $456 | $11,568-96.1% | $10,007-95.4% | $11,429-96.0% |