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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 | $125,066 | $197,819-36.8% | $155,789-19.7% | $125,389-0.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -1.99% | 86.73%-88.7pp | 71.54%-73.5pp | 282.24%-284.2pp |
| Employer contribution / active EE | $2,773 | $4,850-42.8% | $3,839-27.8% | $4,866-43.0% |
| Participant deferral / active EE | $4,694 | $5,631-16.6% | $4,798-2.2% | $5,352-12.3% |
| Admin fee / account holder | $29,279 | $9,544+206.8% | $7,477+291.6% | $9,541+206.9% |