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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 | $113,444 | $135,645-16.4% | $110,243+2.9% | $135,380-16.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -2.86% | 513.24%-516.1pp | 314.76%-317.6pp | 519.81%-522.7pp |
| Employer contribution / active EE | $7,767 | $4,907+58.3% | $3,827+103.0% | $4,779+62.5% |
| Participant deferral / active EE | $4,976 | $5,507-9.6% | $4,672+6.5% | $5,609-11.3% |
| Admin fee / account holder | $9,441 | $11,458-17.6% | $8,548+10.4% | $10,828-12.8% |