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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 | $88,931 | $133,981-33.6% | $112,249-20.8% | $134,532-33.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -3.82% | 47.16%-51.0pp | 27.48%-31.3pp | 418.27%-422.1pp |
| Employer contribution / active EE | $3,497 | $4,040-13.4% | $3,636-3.8% | $4,741-26.2% |
| Participant deferral / active EE | $9,971 | $5,292+88.4% | $4,729+110.9% | $6,401+55.8% |
| Admin fee / account holder | $22,735 | $7,492+203.5% | $6,412+254.5% | $11,429+98.9% |