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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 | $39,487 | $138,076-71.4% | $123,553-68.0% | $135,380-70.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.11% | 153.70%-160.8pp | 119.21%-126.3pp | 519.81%-526.9pp |
| Employer contribution / active EE | $4,303 | $5,152-16.5% | $4,628-7.0% | $4,779-10.0% |
| Participant deferral / active EE | $9,854 | $6,800+44.9% | $6,426+53.4% | $5,609+75.7% |
| Admin fee / account holder | $2,436 | $10,917-77.7% | $9,284-73.8% | $10,828-77.5% |