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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 | $107,074 | $138,076-22.5% | $123,553-13.3% | $135,380-20.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.07% | 153.70%-160.8pp | 119.21%-126.3pp | 519.81%-526.9pp |
| Employer contribution / active EE | $7,035 | $5,152+36.6% | $4,628+52.0% | $4,779+47.2% |
| Participant deferral / active EE | $8,151 | $6,800+19.9% | $6,426+26.9% | $5,609+45.3% |
| Admin fee / account holder | $949 | $10,917-91.3% | $9,284-89.8% | $10,828-91.2% |