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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 | $181,580 | $135,645+33.9% | $110,243+64.7% | $135,379+34.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -4.64% | 513.24%-517.9pp | 314.76%-319.4pp | 519.79%-524.4pp |
| Employer contribution / active EE | $4,772 | $4,907-2.7% | $3,827+24.7% | $4,779-0.1% |
| Participant deferral / active EE | $8,318 | $5,507+51.0% | $4,672+78.0% | $5,609+48.3% |
| Admin fee / account holder | $91,000 | $11,458+694.2% | $8,548+964.6% | $10,828+740.4% |