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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 | $81,378 | $168,635-51.7% | $147,617-44.9% | $125,389-35.1% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.75% | 77.65%-79.4pp | 61.98%-63.7pp | 282.24%-284.0pp |
| Employer contribution / active EE | $3,108 | $6,252-50.3% | $5,564-44.1% | $4,866-36.1% |
| Participant deferral / active EE | $8,193 | $5,507+48.8% | $4,895+67.4% | $5,352+53.1% |
| Admin fee / account holder | $10,406 | $13,580-23.4% | $11,612-10.4% | $9,541+9.1% |