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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 | $103,930 | $135,645-23.4% | $110,243-5.7% | $135,380-23.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -6.59% | 513.24%-519.8pp | 314.76%-321.3pp | 519.81%-526.4pp |
| Employer contribution / active EE | $3,086 | $4,907-37.1% | $3,827-19.3% | $4,779-35.4% |
| Participant deferral / active EE | $2,344 | $5,507-57.4% | $4,672-49.8% | $5,609-58.2% |
| Admin fee / account holder | $1,674 | $11,458-85.4% | $8,548-80.4% | $10,828-84.5% |