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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 | $81,030 | $180,459-55.1% | $154,108-47.4% | $135,380-40.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.96% | 888.21%-896.2pp | 735.21%-743.2pp | 519.81%-527.8pp |
| Employer contribution / active EE | $7,284 | $6,035+20.7% | $5,298+37.5% | $4,779+52.4% |
| Participant deferral / active EE | $5,857 | $5,806+0.9% | $5,081+15.3% | $5,609+4.4% |
| Admin fee / account holder | $3,991 | $16,145-75.3% | $13,411-70.2% | $10,828-63.1% |