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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 | $129,864 | $180,459-28.0% | $154,108-15.7% | $135,380-4.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.14% | 888.21%-893.3pp | 735.21%-740.3pp | 519.81%-524.9pp |
| Employer contribution / active EE | $4,180 | $6,035-30.7% | $5,298-21.1% | $4,779-12.5% |
| Participant deferral / active EE | $3,971 | $5,806-31.6% | $5,081-21.8% | $5,609-29.2% |
| Admin fee / account holder | $1,271 | $16,145-92.1% | $13,411-90.5% | $10,828-88.3% |