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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 | $30,180 | $180,466-83.3% | $154,114-80.4% | $135,382-77.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -2.37% | 888.15%-890.5pp | 735.16%-737.5pp | 519.77%-522.1pp |
| Employer contribution / active EE | $2,101 | $6,035-65.2% | $5,298-60.3% | $4,779-56.0% |
| Participant deferral / active EE | $6,923 | $5,806+19.2% | $5,081+36.3% | $5,609+23.4% |
| Admin fee / account holder | $807 | $16,144-95.0% | $13,411-94.0% | $10,829-92.5% |