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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 | $175,716 | $138,076+27.3% | $123,553+42.2% | $135,380+29.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.47% | 153.70%-160.2pp | 119.21%-125.7pp | 519.81%-526.3pp |
| Employer contribution / active EE | $7,708 | $5,152+49.6% | $4,628+66.5% | $4,779+61.3% |
| Participant deferral / active EE | $5,139 | $6,800-24.4% | $6,426-20.0% | $5,609-8.4% |
| Admin fee / account holder | $14,905 | $10,917+36.5% | $9,284+60.5% | $10,828+37.6% |