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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 | $109,907 | $138,068-20.4% | $125,358-12.3% | $134,493-18.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.21% | 750.30%-764.5pp | 572.03%-586.2pp | 418.01%-432.2pp |
| Employer contribution / active EE | $3,847 | $5,244-26.6% | $4,814-20.1% | $4,740-18.8% |
| Participant deferral / active EE | $9,939 | $7,799+27.4% | $7,447+33.5% | $6,400+55.3% |
| Admin fee / account holder | $875 | $11,568-92.4% | $10,007-91.3% | $11,425-92.3% |