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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 | $75,324 | $138,076-45.4% | $123,553-39.0% | $135,380-44.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.53% | 153.70%-162.2pp | 119.21%-127.7pp | 519.81%-528.3pp |
| Employer contribution / active EE | $12,134 | $5,152+135.5% | $4,628+162.2% | $4,779+153.9% |
| Participant deferral / active EE | $18,038 | $6,800+165.3% | $6,426+180.7% | $5,609+221.6% |
| Admin fee / account holder | $490 | $10,917-95.5% | $9,284-94.7% | $10,828-95.5% |