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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 | $84,998 | $138,102-38.5% | $125,381-32.2% | $134,532-36.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.38% | 750.73%-769.1pp | 572.31%-590.7pp | 418.27%-436.6pp |
| Employer contribution / active EE | $1,592 | $5,245-69.6% | $4,815-66.9% | $4,741-66.4% |
| Participant deferral / active EE | $5,773 | $7,801-26.0% | $7,448-22.5% | $6,401-9.8% |
| Admin fee / account holder | $3,652 | $11,568-68.4% | $10,007-63.5% | $11,429-68.0% |