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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 | $179,753 | $138,076+30.2% | $123,553+45.5% | $135,380+32.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.96% | 153.70%-158.7pp | 119.21%-124.2pp | 519.81%-524.8pp |
| Employer contribution / active EE | $2,424 | $5,152-52.9% | $4,628-47.6% | $4,779-49.3% |
| Participant deferral / active EE | $3,627 | $6,800-46.7% | $6,426-43.6% | $5,609-35.3% |
| Admin fee / account holder | $46,604 | $10,917+326.9% | $9,284+402.0% | $10,828+330.4% |