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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 | $164,721 | $168,635-2.3% | $147,617+11.6% | $125,389+31.4% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -3.52% | 77.65%-81.2pp | 61.98%-65.5pp | 282.24%-285.8pp |
| Employer contribution / active EE | $19,791 | $6,252+216.5% | $5,564+255.7% | $4,866+306.7% |
| Participant deferral / active EE | $11,200 | $5,507+103.4% | $4,895+128.8% | $5,352+109.3% |
| Admin fee / account holder | $1,098 | $13,580-91.9% | $11,612-90.5% | $9,541-88.5% |