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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 | $67,803 | $142,392-52.4% | $119,622-43.3% | $134,532-49.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -14.52% | -12.46%-2.1pp | -14.98%+0.5pp | 418.27%-432.8pp |
| Employer contribution / active EE | $11,270 | $5,224+115.7% | $4,232+166.3% | $4,741+137.7% |
| Participant deferral / active EE | $12,020 | $6,467+85.9% | $5,601+114.6% | $6,401+87.8% |
| Admin fee / account holder | $5,115 | $13,593-62.4% | $10,328-50.5% | $11,429-55.2% |