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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 | $118,723 | $135,639-12.5% | $110,241+7.7% | $135,382-12.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -8.43% | 513.21%-521.6pp | 314.75%-323.2pp | 519.77%-528.2pp |
| Employer contribution / active EE | $10,407 | $4,907+112.1% | $3,827+172.0% | $4,779+117.8% |
| Participant deferral / active EE | $5,734 | $5,507+4.1% | $4,672+22.7% | $5,609+2.2% |
| Admin fee / account holder | $2,777 | $11,457-75.8% | $8,548-67.5% | $10,829-74.4% |