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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 | $88,822 | $138,072-35.7% | $123,549-28.1% | $135,382-34.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.38% | 153.69%-157.1pp | 119.20%-122.6pp | 519.77%-523.2pp |
| Employer contribution / active EE | $10,002 | $5,152+94.1% | $4,628+116.1% | $4,779+109.3% |
| Participant deferral / active EE | $2,294 | $6,799-66.3% | $6,426-64.3% | $5,609-59.1% |
| Admin fee / account holder | $12,373 | $10,917+13.3% | $9,284+33.3% | $10,829+14.3% |