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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 | $70,967 | $138,114-48.6% | $125,391-43.4% | $134,545-47.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.01% | 750.88%-768.9pp | 572.41%-590.4pp | 418.37%-436.4pp |
| Employer contribution / active EE | $2,651 | $5,246-49.5% | $4,816-45.0% | $4,742-44.1% |
| Participant deferral / active EE | $16,403 | $7,801+110.3% | $7,448+120.2% | $6,401+156.2% |
| Admin fee / account holder | $5,357 | $11,570-53.7% | $10,009-46.5% | $11,431-53.1% |