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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 | $53,929 | $160,059-66.3% | $140,019-61.5% | $135,380-60.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.72% | 911.48%-917.2pp | 651.17%-656.9pp | 519.81%-525.5pp |
| Employer contribution / active EE | $1,389 | $6,420-78.4% | $5,605-75.2% | $4,779-70.9% |
| Participant deferral / active EE | $7,296 | $7,641-4.5% | $6,927+5.3% | $5,609+30.1% |
| Admin fee / account holder | $2,386 | $13,328-82.1% | $10,705-77.7% | $10,828-78.0% |