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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 | $100,203 | $92,766+8.0% | $82,763+21.1% | $134,545-25.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -19.82% | 946.97%-966.8pp | 702.45%-722.3pp | 418.37%-438.2pp |
| Employer contribution / active EE | $3,169 | $3,273-3.2% | $3,008+5.3% | $4,742-33.2% |
| Participant deferral / active EE | $5,609 | $4,802+16.8% | $4,395+27.6% | $6,401-12.4% |
| Admin fee / account holder | $1,678 | $5,978-71.9% | $5,325-68.5% | $11,431-85.3% |