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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 | $57,064 | $97,732-41.6% | $83,831-31.9% | $135,380-57.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -4.84% | 1287.56%-1292.4pp | 850.99%-855.8pp | 519.81%-524.6pp |
| Employer contribution / active EE | $4,791 | $4,222+13.5% | $3,631+31.9% | $4,779+0.2% |
| Participant deferral / active EE | $6,871 | $4,683+46.7% | $4,082+68.3% | $5,609+22.5% |
| Admin fee / account holder | $5,903 | $6,675-11.6% | $5,479+7.7% | $10,828-45.5% |