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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 | $100,505 | $138,078-27.2% | $125,363-19.8% | $134,509-25.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -7.83% | 750.49%-758.3pp | 572.15%-580.0pp | 418.13%-426.0pp |
| Employer contribution / active EE | $10,316 | $5,245+96.7% | $4,815+114.3% | $4,741+117.6% |
| Participant deferral / active EE | $18,745 | $7,800+140.3% | $7,447+151.7% | $6,400+192.9% |
| Admin fee / account holder | $51,834 | $11,566+348.2% | $10,005+418.1% | $11,427+353.6% |