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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 | $170,470 | $180,462-5.5% | $154,111+10.6% | $135,379+25.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.67% | 888.17%-892.8pp | 735.18%-739.8pp | 519.79%-524.5pp |
| Employer contribution / active EE | $4,273 | $6,036-29.2% | $5,298-19.4% | $4,779-10.6% |
| Participant deferral / active EE | $3,532 | $5,806-39.2% | $5,081-30.5% | $5,609-37.0% |
| Admin fee / account holder | $727 | $16,145-95.5% | $13,411-94.6% | $10,828-93.3% |