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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 | $79,402 | $135,645-41.5% | $110,243-28.0% | $135,380-41.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -3.23% | 513.24%-516.5pp | 314.76%-318.0pp | 519.81%-523.0pp |
| Employer contribution / active EE | $1,590 | $4,907-67.6% | $3,827-58.5% | $4,779-66.7% |
| Participant deferral / active EE | $5,319 | $5,507-3.4% | $4,672+13.8% | $5,609-5.2% |
| Admin fee / account holder | $32,100 | $11,458+180.2% | $8,548+275.5% | $10,828+196.5% |