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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 | $94,582 | $138,114-31.5% | $125,391-24.6% | $134,545-29.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.05% | 750.88%-762.9pp | 572.41%-584.5pp | 418.37%-430.4pp |
| Employer contribution / active EE | $4,763 | $5,246-9.2% | $4,816-1.1% | $4,742+0.4% |
| Participant deferral / active EE | $9,342 | $7,801+19.8% | $7,448+25.4% | $6,401+45.9% |
| Admin fee / account holder | $484 | $11,570-95.8% | $10,009-95.2% | $11,431-95.8% |