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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 | $96,731 | $138,102-30.0% | $125,381-22.9% | $134,532-28.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.15% | 750.73%-764.9pp | 572.31%-586.5pp | 418.27%-432.4pp |
| Employer contribution / active EE | $2,506 | $5,245-52.2% | $4,815-48.0% | $4,741-47.1% |
| Participant deferral / active EE | $4,615 | $7,801-40.8% | $7,448-38.0% | $6,401-27.9% |
| Admin fee / account holder | $4,407 | $11,568-61.9% | $10,007-56.0% | $11,429-61.4% |