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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 | $110,816 | $138,075-19.7% | $123,552-10.3% | $135,379-18.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.18% | 153.70%-157.9pp | 119.20%-123.4pp | 519.79%-524.0pp |
| Employer contribution / active EE | $2,711 | $5,152-47.4% | $4,628-41.4% | $4,779-43.3% |
| Participant deferral / active EE | $5,751 | $6,800-15.4% | $6,426-10.5% | $5,609+2.5% |
| Admin fee / account holder | $6,541 | $10,917-40.1% | $9,285-29.5% | $10,828-39.6% |