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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 | $96,193 | $138,076-30.3% | $123,553-22.1% | $135,380-28.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.76% | 153.70%-158.5pp | 119.21%-124.0pp | 519.81%-524.6pp |
| Employer contribution / active EE | $10,857 | $5,152+110.7% | $4,628+134.6% | $4,779+127.2% |
| Participant deferral / active EE | $4,184 | $6,800-38.5% | $6,426-34.9% | $5,609-25.4% |
| Admin fee / account holder | $18,486 | $10,917+69.3% | $9,284+99.1% | $10,828+70.7% |