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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 | $96,753 | $90,606+6.8% | $79,466+21.8% | $135,379-28.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -9.04% | 977.69%-986.7pp | 718.28%-727.3pp | 519.79%-528.8pp |
| Employer contribution / active EE | $9,092 | $3,068+196.4% | $2,800+224.7% | $4,779+90.3% |
| Participant deferral / active EE | $5,502 | $4,050+35.8% | $3,704+48.5% | $5,609-1.9% |
| Admin fee / account holder | $446 | $5,895-92.4% | $5,104-91.3% | $10,828-95.9% |