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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 | $125,283 | $138,076-9.3% | $123,553+1.4% | $135,380-7.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.48% | 153.70%-156.2pp | 119.21%-121.7pp | 519.81%-522.3pp |
| Employer contribution / active EE | $5,705 | $5,152+10.7% | $4,628+23.3% | $4,779+19.4% |
| Participant deferral / active EE | $6,891 | $6,800+1.3% | $6,426+7.2% | $5,609+22.9% |
| Admin fee / account holder | $76,370 | $10,917+599.6% | $9,284+722.6% | $10,828+605.3% |