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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 | $68,564 | $135,645-49.5% | $110,243-37.8% | $135,379-49.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -6.73% | 513.24%-520.0pp | 314.76%-321.5pp | 519.79%-526.5pp |
| Employer contribution / active EE | $4,105 | $4,907-16.3% | $3,827+7.3% | $4,779-14.1% |
| Participant deferral / active EE | $3,810 | $5,507-30.8% | $4,672-18.4% | $5,609-32.1% |
| Admin fee / account holder | $4,205 | $11,458-63.3% | $8,548-50.8% | $10,828-61.2% |