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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 | $57,732 | $138,114-58.2% | $125,391-54.0% | $134,545-57.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.27% | 750.88%-770.2pp | 572.41%-591.7pp | 418.37%-437.6pp |
| Employer contribution / active EE | $16,565 | $5,246+215.8% | $4,816+244.0% | $4,742+249.4% |
| Participant deferral / active EE | $12,618 | $7,801+61.8% | $7,448+69.4% | $6,401+97.1% |
| Admin fee / account holder | $1,197 | $11,570-89.7% | $10,009-88.0% | $11,431-89.5% |