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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 | $185,145 | $138,075+34.1% | $123,552+49.9% | $135,379+36.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.01% | 153.70%-162.7pp | 119.20%-128.2pp | 519.79%-528.8pp |
| Employer contribution / active EE | $2,614 | $5,152-49.3% | $4,628-43.5% | $4,779-45.3% |
| Participant deferral / active EE | $6,729 | $6,800-1.0% | $6,426+4.7% | $5,609+20.0% |
| Admin fee / account holder | $1,856 | $10,917-83.0% | $9,285-80.0% | $10,828-82.9% |