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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 | $173,408 | $180,459-3.9% | $154,108+12.5% | $135,380+28.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.30% | 888.21%-894.5pp | 735.21%-741.5pp | 519.81%-526.1pp |
| Employer contribution / active EE | $8,449 | $6,035+40.0% | $5,298+59.5% | $4,779+76.8% |
| Participant deferral / active EE | $6,881 | $5,806+18.5% | $5,081+35.4% | $5,609+22.7% |
| Admin fee / account holder | $10,012 | $16,145-38.0% | $13,411-25.4% | $10,828-7.5% |