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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 | $75,694 | $138,114-45.2% | $125,391-39.6% | $134,545-43.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.42% | 750.88%-765.3pp | 572.41%-586.8pp | 418.37%-432.8pp |
| Employer contribution / active EE | $2,050 | $5,246-60.9% | $4,816-57.4% | $4,742-56.8% |
| Participant deferral / active EE | $2,560 | $7,801-67.2% | $7,448-65.6% | $6,401-60.0% |
| Admin fee / account holder | $2,670 | $11,570-76.9% | $10,009-73.3% | $11,431-76.6% |