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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 | $96,830 | $180,462-46.3% | $154,111-37.2% | $135,379-28.5% |
| Participation rate | 79.2% | 87.4%-8.3pp | 83.0%-3.9pp | 82.6%-3.5pp |
| Annual return | -6.38% | 888.17%-894.5pp | 735.18%-741.6pp | 519.79%-526.2pp |
| Employer contribution / active EE | $11,927 | $6,036+97.6% | $5,298+125.1% | $4,779+149.6% |
| Participant deferral / active EE | $6,986 | $5,806+20.3% | $5,081+37.5% | $5,609+24.6% |
| Admin fee / account holder | $373 | $16,145-97.7% | $13,411-97.2% | $10,828-96.6% |