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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 | $89,860 | $138,076-34.9% | $123,553-27.3% | $135,380-33.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.56% | 153.70%-160.3pp | 119.21%-125.8pp | 519.81%-526.4pp |
| Employer contribution / active EE | $3,939 | $5,152-23.5% | $4,628-14.9% | $4,779-17.6% |
| Participant deferral / active EE | $3,457 | $6,800-49.2% | $6,426-46.2% | $5,609-38.4% |
| Admin fee / account holder | $16,882 | $10,917+54.6% | $9,284+81.8% | $10,828+55.9% |