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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 | $161,051 | $180,459-10.8% | $154,108+4.5% | $135,380+19.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.93% | 888.21%-893.1pp | 735.21%-740.1pp | 519.81%-524.7pp |
| Employer contribution / active EE | $6,545 | $6,035+8.4% | $5,298+23.5% | $4,779+36.9% |
| Participant deferral / active EE | $6,062 | $5,806+4.4% | $5,081+19.3% | $5,609+8.1% |
| Admin fee / account holder | $7,073 | $16,145-56.2% | $13,411-47.3% | $10,828-34.7% |