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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 | $108,616 | $190,916-43.1% | $160,037-32.1% | $134,545-19.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -14.89% | 552.79%-567.7pp | 408.95%-423.8pp | 418.37%-433.3pp |
| Employer contribution / active EE | $3,717 | $4,996-25.6% | $4,226-12.0% | $4,742-21.6% |
| Participant deferral / active EE | $4,904 | $6,925-29.2% | $6,184-20.7% | $6,401-23.4% |
| Admin fee / account holder | $1,517 | $10,497-85.5% | $8,716-82.6% | $11,431-86.7% |