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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 | $181,909 | $138,076+31.7% | $123,553+47.2% | $135,380+34.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.06% | 153.70%-161.8pp | 119.21%-127.3pp | 519.81%-527.9pp |
| Employer contribution / active EE | $29,065 | $5,152+464.2% | $4,628+528.0% | $4,779+508.2% |
| Participant deferral / active EE | $11,862 | $6,800+74.5% | $6,426+84.6% | $5,609+111.5% |
| Admin fee / account holder | $3,035 | $10,917-72.2% | $9,284-67.3% | $10,828-72.0% |