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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 | $30,881 | $138,102-77.6% | $125,381-75.4% | $134,532-77.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.04% | 750.73%-770.8pp | 572.31%-592.3pp | 418.27%-438.3pp |
| Employer contribution / active EE | $4,141 | $5,245-21.0% | $4,815-14.0% | $4,741-12.6% |
| Participant deferral / active EE | $8,441 | $7,801+8.2% | $7,448+13.3% | $6,401+31.9% |
| Admin fee / account holder | $1,187 | $11,568-89.7% | $10,007-88.1% | $11,429-89.6% |