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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 | $139,858 | $138,076+1.3% | $123,553+13.2% | $135,380+3.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.05% | 153.70%-161.7pp | 119.21%-127.3pp | 519.81%-527.9pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,845 | $6,800-58.2% | $6,426-55.7% | $5,609-49.3% |
| Admin fee / account holder | $9,263 | $10,917-15.2% | $9,284-0.2% | $10,828-14.5% |