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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 | $51,468 | $138,114-62.7% | $125,391-59.0% | $134,545-61.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.03% | 750.88%-770.9pp | 572.41%-592.4pp | 418.37%-438.4pp |
| Employer contribution / active EE | $5,604 | $5,246+6.8% | $4,816+16.4% | $4,742+18.2% |
| Participant deferral / active EE | $11,644 | $7,801+49.3% | $7,448+56.3% | $6,401+81.9% |
| Admin fee / account holder | $534 | $11,570-95.4% | $10,009-94.7% | $11,431-95.3% |