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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 | $34,369 | $138,102-75.1% | $125,381-72.6% | $134,532-74.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.50% | 750.73%-768.2pp | 572.31%-589.8pp | 418.27%-435.8pp |
| Employer contribution / active EE | $3,928 | $5,245-25.1% | $4,815-18.4% | $4,741-17.1% |
| Participant deferral / active EE | $4,290 | $7,801-45.0% | $7,448-42.4% | $6,401-33.0% |
| Admin fee / account holder | $423 | $11,568-96.3% | $10,007-95.8% | $11,429-96.3% |