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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 | $40,182 | $138,102-70.9% | $125,381-68.0% | $134,532-70.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.13% | 750.73%-770.9pp | 572.31%-592.4pp | 418.27%-438.4pp |
| Employer contribution / active EE | $4,737 | $5,245-9.7% | $4,815-1.6% | $4,741-0.1% |
| Participant deferral / active EE | $7,850 | $7,801+0.6% | $7,448+5.4% | $6,401+22.6% |
| Admin fee / account holder | $1,320 | $11,568-88.6% | $10,007-86.8% | $11,429-88.5% |