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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 | $33,996 | $180,462-81.2% | $154,111-77.9% | $135,379-74.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -1.31% | 888.17%-889.5pp | 735.18%-736.5pp | 519.79%-521.1pp |
| Employer contribution / active EE | $1,750 | $6,036-71.0% | $5,298-67.0% | $4,779-63.4% |
| Participant deferral / active EE | $4,279 | $5,806-26.3% | $5,081-15.8% | $5,609-23.7% |
| Admin fee / account holder | $66,644 | $16,145+312.8% | $13,411+396.9% | $10,828+515.5% |