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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 | $64,725 | $97,761-33.8% | $83,850-22.8% | $135,382-52.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.84% | 1287.44%-1293.3pp | 850.92%-856.8pp | 519.77%-525.6pp |
| Employer contribution / active EE | $3,852 | $4,222-8.8% | $3,631+6.1% | $4,779-19.4% |
| Participant deferral / active EE | $6,111 | $4,682+30.5% | $4,082+49.7% | $5,609+9.0% |
| Admin fee / account holder | $7,015 | $6,674+5.1% | $5,478+28.0% | $10,829-35.2% |