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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 | $104,871 | $138,102-24.1% | $125,381-16.4% | $134,532-22.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.83% | 750.73%-763.6pp | 572.31%-585.1pp | 418.27%-431.1pp |
| Employer contribution / active EE | $12,103 | $5,245+130.7% | $4,815+151.3% | $4,741+155.3% |
| Participant deferral / active EE | $8,422 | $7,801+8.0% | $7,448+13.1% | $6,401+31.6% |
| Admin fee / account holder | $76,215 | $11,568+558.8% | $10,007+661.6% | $11,429+566.9% |