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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 | $198,978 | $180,466+10.3% | $154,114+29.1% | $135,382+47.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.70% | 888.15%-894.9pp | 735.16%-741.9pp | 519.77%-526.5pp |
| Employer contribution / active EE | $7,656 | $6,035+26.9% | $5,298+44.5% | $4,779+60.2% |
| Participant deferral / active EE | $4,237 | $5,806-27.0% | $5,081-16.6% | $5,609-24.5% |
| Admin fee / account holder | $9,646 | $16,144-40.3% | $13,411-28.1% | $10,829-10.9% |