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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 | $56,219 | $180,459-68.8% | $154,108-63.5% | $135,380-58.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.67% | 888.21%-891.9pp | 735.21%-738.9pp | 519.81%-523.5pp |
| Employer contribution / active EE | $9,233 | $6,035+53.0% | $5,298+74.3% | $4,779+93.2% |
| Participant deferral / active EE | $7,077 | $5,806+21.9% | $5,081+39.3% | $5,609+26.2% |
| Admin fee / account holder | $622 | $16,145-96.1% | $13,411-95.4% | $10,828-94.3% |