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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 | $93,999 | $138,102-31.9% | $125,381-25.0% | $134,532-30.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.70% | 750.73%-766.4pp | 572.31%-588.0pp | 418.27%-434.0pp |
| Employer contribution / active EE | $5,595 | $5,245+6.7% | $4,815+16.2% | $4,741+18.0% |
| Participant deferral / active EE | $13,075 | $7,801+67.6% | $7,448+75.6% | $6,401+104.3% |
| Admin fee / account holder | $6,277 | $11,568-45.7% | $10,007-37.3% | $11,429-45.1% |