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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 | $198,900 | $138,076+44.1% | $123,553+61.0% | $135,380+46.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.19% | 153.70%-162.9pp | 119.21%-128.4pp | 519.81%-529.0pp |
| Employer contribution / active EE | $21,710 | $5,152+321.4% | $4,628+369.1% | $4,779+354.3% |
| Participant deferral / active EE | $16,035 | $6,800+135.8% | $6,426+149.5% | $5,609+185.9% |
| Admin fee / account holder | $8,995 | $10,917-17.6% | $9,284-3.1% | $10,828-16.9% |