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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 | $48,565 | $160,059-69.7% | $140,019-65.3% | $135,380-64.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.61% | 911.48%-916.1pp | 651.17%-655.8pp | 519.81%-524.4pp |
| Employer contribution / active EE | $10,110 | $6,420+57.5% | $5,605+80.4% | $4,779+111.6% |
| Participant deferral / active EE | $8,609 | $7,641+12.7% | $6,927+24.3% | $5,609+53.5% |
| Admin fee / account holder | $3,294 | $13,328-75.3% | $10,705-69.2% | $10,828-69.6% |