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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 | $171,718 | $180,459-4.8% | $154,108+11.4% | $135,380+26.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -2.30% | 888.21%-890.5pp | 735.21%-737.5pp | 519.81%-522.1pp |
| Employer contribution / active EE | $5,211 | $6,035-13.7% | $5,298-1.6% | $4,779+9.0% |
| Participant deferral / active EE | $9,414 | $5,806+62.1% | $5,081+85.3% | $5,609+67.8% |
| Admin fee / account holder | $135,920 | $16,145+741.9% | $13,411+913.5% | $10,828+1155.3% |