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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 | $101,778 | $138,076-26.3% | $123,553-17.6% | $135,380-24.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.88% | 153.70%-157.6pp | 119.21%-123.1pp | 519.81%-523.7pp |
| Employer contribution / active EE | $2,002 | $5,152-61.1% | $4,628-56.8% | $4,779-58.1% |
| Participant deferral / active EE | $3,999 | $6,800-41.2% | $6,426-37.8% | $5,609-28.7% |
| Admin fee / account holder | $5,279 | $10,917-51.6% | $9,284-43.1% | $10,828-51.2% |