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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 | $158,153 | $138,076+14.5% | $123,553+28.0% | $135,380+16.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.46% | 153.70%-157.2pp | 119.21%-122.7pp | 519.81%-523.3pp |
| Employer contribution / active EE | $2,460 | $5,152-52.2% | $4,628-46.8% | $4,779-48.5% |
| Participant deferral / active EE | $4,578 | $6,800-32.7% | $6,426-28.8% | $5,609-18.4% |
| Admin fee / account holder | $2,244 | $10,917-79.4% | $9,284-75.8% | $10,828-79.3% |