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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 | $172,776 | $138,076+25.1% | $123,553+39.8% | $135,380+27.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.90% | 153.70%-158.6pp | 119.21%-124.1pp | 519.81%-524.7pp |
| Employer contribution / active EE | $9,240 | $5,152+79.4% | $4,628+99.7% | $4,779+93.4% |
| Participant deferral / active EE | $8,167 | $6,800+20.1% | $6,426+27.1% | $5,609+45.6% |
| Admin fee / account holder | $672 | $10,917-93.8% | $9,284-92.8% | $10,828-93.8% |