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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 | $68,076 | $138,078-50.7% | $125,363-45.7% | $134,509-49.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.42% | 750.49%-761.9pp | 572.15%-583.6pp | 418.13%-429.6pp |
| Employer contribution / active EE | $1,506 | $5,245-71.3% | $4,815-68.7% | $4,741-68.2% |
| Participant deferral / active EE | $4,546 | $7,800-41.7% | $7,447-39.0% | $6,400-29.0% |
| Admin fee / account holder | $642 | $11,566-94.4% | $10,005-93.6% | $11,427-94.4% |