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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 | $136,154 | $190,916-28.7% | $160,037-14.9% | $134,545+1.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -17.54% | 552.79%-570.3pp | 408.95%-426.5pp | 418.37%-435.9pp |
| Employer contribution / active EE | $7,727 | $4,996+54.7% | $4,226+82.9% | $4,742+63.0% |
| Participant deferral / active EE | $6,838 | $6,925-1.3% | $6,184+10.6% | $6,401+6.8% |
| Admin fee / account holder | $1,188 | $10,497-88.7% | $8,716-86.4% | $11,431-89.6% |