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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 | $43,170 | $160,059-73.0% | $140,019-69.2% | $135,380-68.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -8.89% | 911.48%-920.4pp | 651.17%-660.1pp | 519.81%-528.7pp |
| Employer contribution / active EE | $4,078 | $6,420-36.5% | $5,605-27.2% | $4,779-14.7% |
| Participant deferral / active EE | $6,000 | $7,641-21.5% | $6,927-13.4% | $5,609+7.0% |
| Admin fee / account holder | $416 | $13,328-96.9% | $10,705-96.1% | $10,828-96.2% |