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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 | $60,568 | $190,879-68.3% | $160,009-62.1% | $134,532-55.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -8.84% | 552.63%-561.5pp | 408.85%-417.7pp | 418.27%-427.1pp |
| Employer contribution / active EE | $5,538 | $4,995+10.9% | $4,225+31.1% | $4,741+16.8% |
| Participant deferral / active EE | $9,100 | $6,924+31.4% | $6,183+47.2% | $6,401+42.2% |
| Admin fee / account holder | $107,096 | $10,495+920.5% | $8,715+1128.9% | $11,429+837.1% |