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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 | $123,202 | $138,114-10.8% | $125,391-1.7% | $134,545-8.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.71% | 750.88%-766.6pp | 572.41%-588.1pp | 418.37%-434.1pp |
| Employer contribution / active EE | $10,072 | $5,246+92.0% | $4,816+109.1% | $4,742+112.4% |
| Participant deferral / active EE | $4,375 | $7,801-43.9% | $7,448-41.3% | $6,401-31.7% |
| Admin fee / account holder | $634 | $11,570-94.5% | $10,009-93.7% | $11,431-94.5% |