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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 | $103,231 | $106,551-3.1% | $91,225+13.2% | $134,532-23.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -16.69% | 160.78%-177.5pp | 114.12%-130.8pp | 418.27%-435.0pp |
| Employer contribution / active EE | $2,561 | $3,331-23.1% | $2,851-10.2% | $4,741-46.0% |
| Participant deferral / active EE | $4,002 | $4,718-15.2% | $4,233-5.5% | $6,401-37.5% |
| Admin fee / account holder | $1,616 | $6,234-74.1% | $5,422-70.2% | $11,429-85.9% |