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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 | $16,635 | $138,102-88.0% | $125,381-86.7% | $134,532-87.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.51% | 750.73%-770.2pp | 572.31%-591.8pp | 418.27%-437.8pp |
| Employer contribution / active EE | $1,987 | $5,245-62.1% | $4,815-58.7% | $4,741-58.1% |
| Participant deferral / active EE | $4,410 | $7,801-43.5% | $7,448-40.8% | $6,401-31.1% |
| Admin fee / account holder | $1,883 | $11,568-83.7% | $10,007-81.2% | $11,429-83.5% |