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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 | $35,348 | $138,078-74.4% | $125,363-71.8% | $134,509-73.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.42% | 750.49%-763.9pp | 572.15%-585.6pp | 418.13%-431.6pp |
| Employer contribution / active EE | $1,933 | $5,245-63.1% | $4,815-59.9% | $4,741-59.2% |
| Participant deferral / active EE | $4,232 | $7,800-45.7% | $7,447-43.2% | $6,400-33.9% |
| Admin fee / account holder | $2,826 | $11,566-75.6% | $10,005-71.8% | $11,427-75.3% |