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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 | $34,326 | $180,462-81.0% | $154,111-77.7% | $135,379-74.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.56% | 888.17%-896.7pp | 735.18%-743.7pp | 519.79%-528.3pp |
| Employer contribution / active EE | $3,134 | $6,036-48.1% | $5,298-40.8% | $4,779-34.4% |
| Participant deferral / active EE | $4,625 | $5,806-20.3% | $5,081-9.0% | $5,609-17.5% |
| Admin fee / account holder | $315 | $16,145-98.0% | $13,411-97.6% | $10,828-97.1% |