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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 | $102,721 | $190,916-46.2% | $160,037-35.8% | $134,545-23.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -12.53% | 552.79%-565.3pp | 408.95%-421.5pp | 418.37%-430.9pp |
| Employer contribution / active EE | $14,397 | $4,996+188.2% | $4,226+240.7% | $4,742+203.6% |
| Participant deferral / active EE | $14,077 | $6,925+103.3% | $6,184+127.6% | $6,401+119.9% |
| Admin fee / account holder | $722 | $10,497-93.1% | $8,716-91.7% | $11,431-93.7% |