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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 | $22,914 | $82,630-72.3% | $64,105-64.3% | $125,389-81.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -2.30% | 1489.72%-1492.0pp | 791.24%-793.5pp | 282.24%-284.5pp |
| Employer contribution / active EE | $3,036 | $2,671+13.7% | $1,820+66.8% | $4,866-37.6% |
| Participant deferral / active EE | $2,008 | $3,608-44.3% | $2,822-28.8% | $5,352-62.5% |
| Admin fee / account holder | $378 | $6,382-94.1% | $4,499-91.6% | $9,541-96.0% |