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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 | $28,755 | $138,078-79.2% | $125,363-77.1% | $134,509-78.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.98% | 750.49%-767.5pp | 572.15%-589.1pp | 418.13%-435.1pp |
| Employer contribution / active EE | $3,831 | $5,245-27.0% | $4,815-20.4% | $4,741-19.2% |
| Participant deferral / active EE | $6,218 | $7,800-20.3% | $7,447-16.5% | $6,400-2.8% |
| Admin fee / account holder | $557 | $11,566-95.2% | $10,005-94.4% | $11,427-95.1% |