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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 | $111,407 | $135,645-17.9% | $110,243+1.1% | $135,380-17.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -6.85% | 513.24%-520.1pp | 314.76%-321.6pp | 519.81%-526.7pp |
| Employer contribution / active EE | $4,065 | $4,907-17.1% | $3,827+6.2% | $4,779-14.9% |
| Participant deferral / active EE | $13,197 | $5,507+139.6% | $4,672+182.5% | $5,609+135.3% |
| Admin fee / account holder | $1,384 | $11,458-87.9% | $8,548-83.8% | $10,828-87.2% |