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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 | $107,869 | $106,557+1.2% | $91,227+18.2% | $134,545-19.8% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -16.91% | 160.81%-177.7pp | 114.14%-131.0pp | 418.37%-435.3pp |
| Employer contribution / active EE | $3,226 | $3,332-3.2% | $2,851+13.2% | $4,742-32.0% |
| Participant deferral / active EE | $9,316 | $4,719+97.4% | $4,234+120.0% | $6,401+45.5% |
| Admin fee / account holder | $15,091 | $6,235+142.0% | $5,423+178.3% | $11,431+32.0% |