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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 | $52,327 | $180,459-71.0% | $154,108-66.0% | $135,380-61.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -0.41% | 888.21%-888.6pp | 735.21%-735.6pp | 519.81%-520.2pp |
| Employer contribution / active EE | $11,690 | $6,035+93.7% | $5,298+120.7% | $4,779+144.6% |
| Participant deferral / active EE | $3,600 | $5,806-38.0% | $5,081-29.1% | $5,609-35.8% |
| Admin fee / account holder | $422 | $16,145-97.4% | $13,411-96.9% | $10,828-96.1% |