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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 | $62,833 | $138,114-54.5% | $125,391-49.9% | $134,545-53.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.00% | 750.88%-766.9pp | 572.41%-588.4pp | 418.37%-434.4pp |
| Employer contribution / active EE | $3,665 | $5,246-30.1% | $4,816-23.9% | $4,742-22.7% |
| Participant deferral / active EE | $18,388 | $7,801+135.7% | $7,448+146.9% | $6,401+187.2% |
| Admin fee / account holder | $26,347 | $11,570+127.7% | $10,009+163.2% | $11,431+130.5% |