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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 | $116,189 | $180,459-35.6% | $154,108-24.6% | $135,380-14.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.85% | 888.21%-893.1pp | 735.21%-740.1pp | 519.81%-524.7pp |
| Employer contribution / active EE | $6,505 | $6,035+7.8% | $5,298+22.8% | $4,779+36.1% |
| Participant deferral / active EE | $5,536 | $5,806-4.7% | $5,081+9.0% | $5,609-1.3% |
| Admin fee / account holder | $25,223 | $16,145+56.2% | $13,411+88.1% | $10,828+132.9% |