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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 | $97,809 | $168,635-42.0% | $147,617-33.7% | $125,389-22.0% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -3.64% | 77.65%-81.3pp | 61.98%-65.6pp | 282.24%-285.9pp |
| Employer contribution / active EE | $6,336 | $6,252+1.3% | $5,564+13.9% | $4,866+30.2% |
| Participant deferral / active EE | $6,898 | $5,507+25.3% | $4,895+40.9% | $5,352+28.9% |
| Admin fee / account holder | $2,039 | $13,580-85.0% | $11,612-82.4% | $9,541-78.6% |