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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 | $119,384 | $138,102-13.6% | $125,381-4.8% | $134,532-11.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.87% | 750.73%-766.6pp | 572.31%-588.2pp | 418.27%-434.1pp |
| Employer contribution / active EE | $3,969 | $5,245-24.3% | $4,815-17.6% | $4,741-16.3% |
| Participant deferral / active EE | $5,780 | $7,801-25.9% | $7,448-22.4% | $6,401-9.7% |
| Admin fee / account holder | $1,551 | $11,568-86.6% | $10,007-84.5% | $11,429-86.4% |