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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 | $217,028 | $180,459+20.3% | $154,108+40.8% | $135,380+60.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.28% | 888.21%-895.5pp | 735.21%-742.5pp | 519.81%-527.1pp |
| Employer contribution / active EE | $4,693 | $6,035-22.2% | $5,298-11.4% | $4,779-1.8% |
| Participant deferral / active EE | $6,183 | $5,806+6.5% | $5,081+21.7% | $5,609+10.2% |
| Admin fee / account holder | $27,315 | $16,145+69.2% | $13,411+103.7% | $10,828+152.3% |