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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 | $137,451 | $138,076-0.5% | $123,553+11.2% | $135,380+1.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.62% | 153.70%-160.3pp | 119.21%-125.8pp | 519.81%-526.4pp |
| Employer contribution / active EE | $2,437 | $5,152-52.7% | $4,628-47.4% | $4,779-49.0% |
| Participant deferral / active EE | $5,070 | $6,800-25.4% | $6,426-21.1% | $5,609-9.6% |
| Admin fee / account holder | $1,926 | $10,917-82.4% | $9,284-79.3% | $10,828-82.2% |