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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 | $93,870 | $97,761-4.0% | $83,850+11.9% | $135,382-30.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.48% | 1287.44%-1294.9pp | 850.92%-858.4pp | 519.77%-527.3pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,397 | $4,682-6.1% | $4,082+7.7% | $5,609-21.6% |
| Admin fee / account holder | $5,821 | $6,674-12.8% | $5,478+6.3% | $10,829-46.2% |