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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 | $238,000 | $138,076+72.4% | $123,553+92.6% | $135,380+75.8% |
| Participation rate | 81.8% | 84.7%-2.9pp | 82.3%-0.5pp | 82.6%-0.8pp |
| Annual return | -0.16% | 153.70%-153.9pp | 119.21%-119.4pp | 519.81%-520.0pp |
| Employer contribution / active EE | $2,256 | $5,152-56.2% | $4,628-51.3% | $4,779-52.8% |
| Participant deferral / active EE | $6,466 | $6,800-4.9% | $6,426+0.6% | $5,609+15.3% |
| Admin fee / account holder | $4,413 | $10,917-59.6% | $9,284-52.5% | $10,828-59.2% |