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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 | $92,820 | $138,076-32.8% | $123,553-24.9% | $135,380-31.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.07% | 153.70%-158.8pp | 119.21%-124.3pp | 519.81%-524.9pp |
| Employer contribution / active EE | $8,966 | $5,152+74.0% | $4,628+93.7% | $4,779+87.6% |
| Participant deferral / active EE | $7,202 | $6,800+5.9% | $6,426+12.1% | $5,609+28.4% |
| Admin fee / account holder | $17,533 | $10,917+60.6% | $9,284+88.8% | $10,828+61.9% |