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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 | $199,369 | $138,076+44.4% | $123,553+61.4% | $135,380+47.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.48% | 153.70%-160.2pp | 119.21%-125.7pp | 519.81%-526.3pp |
| Employer contribution / active EE | $4,594 | $5,152-10.8% | $4,628-0.7% | $4,779-3.9% |
| Participant deferral / active EE | $16,070 | $6,800+136.3% | $6,426+150.1% | $5,609+186.5% |
| Admin fee / account holder | $20,139 | $10,917+84.5% | $9,284+116.9% | $10,828+86.0% |