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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 | $63,182 | $135,645-53.4% | $110,243-42.7% | $135,380-53.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -8.58% | 513.24%-521.8pp | 314.76%-323.3pp | 519.81%-528.4pp |
| Employer contribution / active EE | $6,660 | $4,907+35.7% | $3,827+74.0% | $4,779+39.4% |
| Participant deferral / active EE | $3,932 | $5,507-28.6% | $4,672-15.9% | $5,609-29.9% |
| Admin fee / account holder | $1,423 | $11,458-87.6% | $8,548-83.4% | $10,828-86.9% |