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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 | $129,325 | $138,102-6.4% | $125,381+3.1% | $134,532-3.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.29% | 750.73%-769.0pp | 572.31%-590.6pp | 418.27%-436.6pp |
| Employer contribution / active EE | $3,658 | $5,245-30.3% | $4,815-24.0% | $4,741-22.9% |
| Participant deferral / active EE | $6,533 | $7,801-16.2% | $7,448-12.3% | $6,401+2.1% |
| Admin fee / account holder | $8,081 | $11,568-30.1% | $10,007-19.2% | $11,429-29.3% |