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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 | $132,269 | $138,076-4.2% | $123,553+7.1% | $135,380-2.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.90% | 153.70%-156.6pp | 119.21%-122.1pp | 519.81%-522.7pp |
| Employer contribution / active EE | $10,250 | $5,152+99.0% | $4,628+121.5% | $4,779+114.5% |
| Participant deferral / active EE | $9,509 | $6,800+39.8% | $6,426+48.0% | $5,609+69.5% |
| Admin fee / account holder | $321 | $10,917-97.1% | $9,284-96.5% | $10,828-97.0% |