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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 | $206,353 | $180,459+14.3% | $154,108+33.9% | $135,380+52.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.68% | 888.21%-892.9pp | 735.21%-739.9pp | 519.81%-524.5pp |
| Employer contribution / active EE | $2,594 | $6,035-57.0% | $5,298-51.0% | $4,779-45.7% |
| Participant deferral / active EE | $6,343 | $5,806+9.2% | $5,081+24.8% | $5,609+13.1% |
| Admin fee / account holder | $4,085 | $16,145-74.7% | $13,411-69.5% | $10,828-62.3% |