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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 | $95,469 | $138,072-30.9% | $123,549-22.7% | $135,382-29.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.68% | 153.69%-162.4pp | 119.20%-127.9pp | 519.77%-528.5pp |
| Employer contribution / active EE | $5,276 | $5,152+2.4% | $4,628+14.0% | $4,779+10.4% |
| Participant deferral / active EE | $12,134 | $6,799+78.5% | $6,426+88.8% | $5,609+116.3% |
| Admin fee / account holder | $2,512 | $10,917-77.0% | $9,284-72.9% | $10,829-76.8% |