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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 | $99,983 | $138,076-27.6% | $123,553-19.1% | $135,380-26.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.04% | 153.70%-156.7pp | 119.21%-122.2pp | 519.81%-522.8pp |
| Employer contribution / active EE | $3,120 | $5,152-39.4% | $4,628-32.6% | $4,779-34.7% |
| Participant deferral / active EE | $5,720 | $6,800-15.9% | $6,426-11.0% | $5,609+2.0% |
| Admin fee / account holder | $4,263 | $10,917-61.0% | $9,284-54.1% | $10,828-60.6% |