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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 | $137,161 | $180,459-24.0% | $154,108-11.0% | $135,380+1.3% |
| Participation rate | 90.0% | 87.4%+2.6pp | 83.0%+7.0pp | 82.6%+7.4pp |
| Annual return | -3.23% | 888.21%-891.4pp | 735.21%-738.4pp | 519.81%-523.0pp |
| Employer contribution / active EE | $5,845 | $6,035-3.2% | $5,298+10.3% | $4,779+22.3% |
| Participant deferral / active EE | $4,532 | $5,806-21.9% | $5,081-10.8% | $5,609-19.2% |
| Admin fee / account holder | $96,575 | $16,145+498.2% | $13,411+620.1% | $10,828+791.9% |