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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 | $61,749 | $168,636-63.4% | $147,618-58.2% | $125,388-50.8% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.29% | 77.65%-78.9pp | 61.98%-63.3pp | 282.24%-283.5pp |
| Employer contribution / active EE | $6,598 | $6,252+5.5% | $5,565+18.6% | $4,866+35.6% |
| Participant deferral / active EE | $3,408 | $5,507-38.1% | $4,895-30.4% | $5,352-36.3% |
| Admin fee / account holder | $5,843 | $13,580-57.0% | $11,612-49.7% | $9,541-38.8% |