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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 | $98,111 | $168,635-41.8% | $147,617-33.5% | $125,389-21.8% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.43% | 77.65%-78.1pp | 61.98%-62.4pp | 282.24%-282.7pp |
| Employer contribution / active EE | $5,311 | $6,252-15.1% | $5,564-4.6% | $4,866+9.1% |
| Participant deferral / active EE | $10,260 | $5,507+86.3% | $4,895+109.6% | $5,352+91.7% |
| Admin fee / account holder | $504 | $13,580-96.3% | $11,612-95.7% | $9,541-94.7% |