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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 | $15,686 | $138,114-88.6% | $125,391-87.5% | $134,545-88.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.28% | 750.88%-762.2pp | 572.41%-583.7pp | 418.37%-429.6pp |
| Employer contribution / active EE | $2,498 | $5,246-52.4% | $4,816-48.1% | $4,742-47.3% |
| Participant deferral / active EE | $5,335 | $7,801-31.6% | $7,448-28.4% | $6,401-16.7% |
| Admin fee / account holder | $14,547 | $11,570+25.7% | $10,009+45.3% | $11,431+27.3% |