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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 | $140,093 | $135,639+3.3% | $110,241+27.1% | $135,382+3.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -4.81% | 513.21%-518.0pp | 314.75%-319.6pp | 519.77%-524.6pp |
| Employer contribution / active EE | $3,868 | $4,907-21.2% | $3,827+1.1% | $4,779-19.1% |
| Participant deferral / active EE | $4,549 | $5,507-17.4% | $4,672-2.6% | $5,609-18.9% |
| Admin fee / account holder | $931 | $11,457-91.9% | $8,548-89.1% | $10,829-91.4% |