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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 | $171,882 | $180,455-4.8% | $154,111+11.5% | $135,377+27.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.09% | 888.14%-896.2pp | 735.15%-743.2pp | 519.75%-527.8pp |
| Employer contribution / active EE | $8,897 | $6,035+47.4% | $5,298+67.9% | $4,779+86.2% |
| Participant deferral / active EE | $5,891 | $5,806+1.5% | $5,081+15.9% | $5,609+5.0% |
| Admin fee / account holder | $8,613 | $16,144-46.6% | $13,411-35.8% | $10,828-20.5% |