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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 | $218,728 | $190,879+14.6% | $160,009+36.7% | $134,532+62.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -18.39% | 552.63%-571.0pp | 408.85%-427.2pp | 418.27%-436.7pp |
| Employer contribution / active EE | $17,222 | $4,995+244.8% | $4,225+307.6% | $4,741+263.3% |
| Participant deferral / active EE | $12,046 | $6,924+74.0% | $6,183+94.8% | $6,401+88.2% |
| Admin fee / account holder | $2,875 | $10,495-72.6% | $8,715-67.0% | $11,429-74.8% |