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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 | $58,828 | $138,102-57.4% | $125,381-53.1% | $134,532-56.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.00% | 750.73%-764.7pp | 572.31%-586.3pp | 418.27%-432.3pp |
| Employer contribution / active EE | $2,330 | $5,245-55.6% | $4,815-51.6% | $4,741-50.9% |
| Participant deferral / active EE | $8,037 | $7,801+3.0% | $7,448+7.9% | $6,401+25.6% |
| Admin fee / account holder | $4,892 | $11,568-57.7% | $10,007-51.1% | $11,429-57.2% |