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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 | $96,464 | $106,551-9.5% | $91,225+5.7% | $134,532-28.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -13.50% | 160.78%-174.3pp | 114.12%-127.6pp | 418.27%-431.8pp |
| Employer contribution / active EE | $5,633 | $3,331+69.1% | $2,851+97.6% | $4,741+18.8% |
| Participant deferral / active EE | $5,400 | $4,718+14.4% | $4,233+27.6% | $6,401-15.6% |
| Admin fee / account holder | $1,887 | $6,234-69.7% | $5,422-65.2% | $11,429-83.5% |