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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 | $60,214 | $133,981-55.1% | $112,249-46.4% | $134,532-55.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -9.82% | 47.16%-57.0pp | 27.48%-37.3pp | 418.27%-428.1pp |
| Employer contribution / active EE | $9,801 | $4,040+142.6% | $3,636+169.5% | $4,741+106.7% |
| Participant deferral / active EE | $10,356 | $5,292+95.7% | $4,729+119.0% | $6,401+61.8% |
| Admin fee / account holder | $314 | $7,492-95.8% | $6,412-95.1% | $11,429-97.3% |