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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 | $85,421 | $138,102-38.1% | $125,381-31.9% | $134,532-36.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.75% | 750.73%-765.5pp | 572.31%-587.1pp | 418.27%-433.0pp |
| Employer contribution / active EE | $7,021 | $5,245+33.9% | $4,815+45.8% | $4,741+48.1% |
| Participant deferral / active EE | $3,566 | $7,801-54.3% | $7,448-52.1% | $6,401-44.3% |
| Admin fee / account holder | $14,866 | $11,568+28.5% | $10,007+48.6% | $11,429+30.1% |