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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 | $228,619 | $138,072+65.6% | $123,549+85.0% | $135,382+68.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.62% | 153.69%-160.3pp | 119.20%-125.8pp | 519.77%-526.4pp |
| Employer contribution / active EE | $8,400 | $5,152+63.1% | $4,628+81.5% | $4,779+75.8% |
| Participant deferral / active EE | $5,701 | $6,799-16.2% | $6,426-11.3% | $5,609+1.6% |
| Admin fee / account holder | $5,355 | $10,917-50.9% | $9,284-42.3% | $10,829-50.5% |