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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 | $65,056 | $138,076-52.9% | $123,553-47.3% | $135,380-51.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.38% | 153.70%-160.1pp | 119.21%-125.6pp | 519.81%-526.2pp |
| Employer contribution / active EE | $4,722 | $5,152-8.3% | $4,628+2.0% | $4,779-1.2% |
| Participant deferral / active EE | $4,851 | $6,800-28.7% | $6,426-24.5% | $5,609-13.5% |
| Admin fee / account holder | $632 | $10,917-94.2% | $9,284-93.2% | $10,828-94.2% |