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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 | $75,364 | $138,076-45.4% | $123,553-39.0% | $135,380-44.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.86% | 153.70%-158.6pp | 119.21%-124.1pp | 519.81%-524.7pp |
| Employer contribution / active EE | $2,964 | $5,152-42.5% | $4,628-36.0% | $4,779-38.0% |
| Participant deferral / active EE | $6,124 | $6,800-9.9% | $6,426-4.7% | $5,609+9.2% |
| Admin fee / account holder | $2,325 | $10,917-78.7% | $9,284-75.0% | $10,828-78.5% |