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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 | $16,793 | $97,729-82.8% | $83,830-80.0% | $135,379-87.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.53% | 1287.52%-1294.1pp | 850.97%-857.5pp | 519.79%-526.3pp |
| Employer contribution / active EE | $7,575 | $4,222+79.4% | $3,631+108.6% | $4,779+58.5% |
| Participant deferral / active EE | $2,020 | $4,683-56.9% | $4,082-50.5% | $5,609-64.0% |
| Admin fee / account holder | $548 | $6,674-91.8% | $5,479-90.0% | $10,828-94.9% |