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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 | $67,175 | $138,114-51.4% | $125,391-46.4% | $134,545-50.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.96% | 750.88%-766.8pp | 572.41%-588.4pp | 418.37%-434.3pp |
| Employer contribution / active EE | $2,108 | $5,246-59.8% | $4,816-56.2% | $4,742-55.5% |
| Participant deferral / active EE | $6,861 | $7,801-12.1% | $7,448-7.9% | $6,401+7.2% |
| Admin fee / account holder | $10,021 | $11,570-13.4% | $10,009+0.1% | $11,431-12.3% |