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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 | $96,737 | $138,072-29.9% | $123,549-21.7% | $135,382-28.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.54% | 153.69%-159.2pp | 119.20%-124.7pp | 519.77%-525.3pp |
| Employer contribution / active EE | $5,461 | $5,152+6.0% | $4,628+18.0% | $4,779+14.3% |
| Participant deferral / active EE | $6,020 | $6,799-11.5% | $6,426-6.3% | $5,609+7.3% |
| Admin fee / account holder | $7,386 | $10,917-32.3% | $9,284-20.4% | $10,829-31.8% |