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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 | $106,777 | $138,102-22.7% | $125,381-14.8% | $134,532-20.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.63% | 750.73%-768.4pp | 572.31%-589.9pp | 418.27%-435.9pp |
| Employer contribution / active EE | $2,602 | $5,245-50.4% | $4,815-46.0% | $4,741-45.1% |
| Participant deferral / active EE | $14,063 | $7,801+80.3% | $7,448+88.8% | $6,401+119.7% |
| Admin fee / account holder | $1,004 | $11,568-91.3% | $10,007-90.0% | $11,429-91.2% |