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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 | $99,929 | $190,916-47.7% | $160,037-37.6% | $134,545-25.7% |
| Participation rate | 91.7% | 82.0%+9.7pp | 78.0%+13.7pp | 81.2%+10.4pp |
| Annual return | -11.30% | 552.79%-564.1pp | 408.95%-420.3pp | 418.37%-429.7pp |
| Employer contribution / active EE | $6,250 | $4,996+25.1% | $4,226+47.9% | $4,742+31.8% |
| Participant deferral / active EE | $7,485 | $6,925+8.1% | $6,184+21.0% | $6,401+16.9% |
| Admin fee / account holder | $1,539 | $10,497-85.3% | $8,716-82.3% | $11,431-86.5% |