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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 | $112,015 | $138,114-18.9% | $125,391-10.7% | $134,545-16.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.84% | 750.88%-766.7pp | 572.41%-588.3pp | 418.37%-434.2pp |
| Employer contribution / active EE | $4,732 | $5,246-9.8% | $4,816-1.7% | $4,742-0.2% |
| Participant deferral / active EE | $9,322 | $7,801+19.5% | $7,448+25.2% | $6,401+45.6% |
| Admin fee / account holder | $691 | $11,570-94.0% | $10,009-93.1% | $11,431-94.0% |