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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 | $48,452 | $138,076-64.9% | $123,553-60.8% | $135,380-64.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.90% | 153.70%-161.6pp | 119.21%-127.1pp | 519.81%-527.7pp |
| Employer contribution / active EE | $2,287 | $5,152-55.6% | $4,628-50.6% | $4,779-52.1% |
| Participant deferral / active EE | $4,897 | $6,800-28.0% | $6,426-23.8% | $5,609-12.7% |
| Admin fee / account holder | $1,103 | $10,917-89.9% | $9,284-88.1% | $10,828-89.8% |