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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 | $117,080 | $180,462-35.1% | $154,111-24.0% | $135,379-13.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.07% | 888.17%-893.2pp | 735.18%-740.3pp | 519.79%-524.9pp |
| Employer contribution / active EE | $10,809 | $6,036+79.1% | $5,298+104.0% | $4,779+126.2% |
| Participant deferral / active EE | $6,322 | $5,806+8.9% | $5,081+24.4% | $5,609+12.7% |
| Admin fee / account holder | $2,227 | $16,145-86.2% | $13,411-83.4% | $10,828-79.4% |