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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 | $112,747 | $138,102-18.4% | $125,381-10.1% | $134,532-16.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.61% | 750.73%-767.3pp | 572.31%-588.9pp | 418.27%-434.9pp |
| Employer contribution / active EE | $7,306 | $5,245+39.3% | $4,815+51.7% | $4,741+54.1% |
| Participant deferral / active EE | $6,833 | $7,801-12.4% | $7,448-8.2% | $6,401+6.8% |
| Admin fee / account holder | $418 | $11,568-96.4% | $10,007-95.8% | $11,429-96.3% |