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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 | $81,995 | $138,076-40.6% | $123,553-33.6% | $135,380-39.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.59% | 153.70%-156.3pp | 119.21%-121.8pp | 519.81%-522.4pp |
| Employer contribution / active EE | $5,195 | $5,152+0.8% | $4,628+12.2% | $4,779+8.7% |
| Participant deferral / active EE | $8,554 | $6,800+25.8% | $6,426+33.1% | $5,609+52.5% |
| Admin fee / account holder | $2,232 | $10,917-79.6% | $9,284-76.0% | $10,828-79.4% |