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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 | $89,438 | $135,645-34.1% | $110,243-18.9% | $135,380-33.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -6.31% | 513.24%-519.5pp | 314.76%-321.1pp | 519.81%-526.1pp |
| Employer contribution / active EE | $3,058 | $4,907-37.7% | $3,827-20.1% | $4,779-36.0% |
| Participant deferral / active EE | $7,999 | $5,507+45.2% | $4,672+71.2% | $5,609+42.6% |
| Admin fee / account holder | $3,124 | $11,458-72.7% | $8,548-63.5% | $10,828-71.1% |