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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 | $100,400 | $138,078-27.3% | $125,363-19.9% | $134,509-25.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.63% | 750.49%-770.1pp | 572.15%-591.8pp | 418.13%-437.8pp |
| Employer contribution / active EE | $1,369 | $5,245-73.9% | $4,815-71.6% | $4,741-71.1% |
| Participant deferral / active EE | $4,991 | $7,800-36.0% | $7,447-33.0% | $6,400-22.0% |
| Admin fee / account holder | $5,210 | $11,566-55.0% | $10,005-47.9% | $11,427-54.4% |