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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 | $73,229 | $138,075-47.0% | $123,552-40.7% | $135,379-45.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.68% | 153.70%-159.4pp | 119.20%-124.9pp | 519.79%-525.5pp |
| Employer contribution / active EE | $3,223 | $5,152-37.4% | $4,628-30.4% | $4,779-32.6% |
| Participant deferral / active EE | $14,714 | $6,800+116.4% | $6,426+129.0% | $5,609+162.3% |
| Admin fee / account holder | $409 | $10,917-96.3% | $9,285-95.6% | $10,828-96.2% |