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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 | $16,633 | $138,114-88.0% | $125,391-86.7% | $134,545-87.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.02% | 750.88%-768.9pp | 572.41%-590.4pp | 418.37%-436.4pp |
| Employer contribution / active EE | $3,085 | $5,246-41.2% | $4,816-35.9% | $4,742-34.9% |
| Participant deferral / active EE | $4,301 | $7,801-44.9% | $7,448-42.3% | $6,401-32.8% |
| Admin fee / account holder | $485 | $11,570-95.8% | $10,009-95.2% | $11,431-95.8% |