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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 | $178,500 | $138,076+29.3% | $123,553+44.5% | $135,380+31.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.02% | 153.70%-159.7pp | 119.21%-125.2pp | 519.81%-525.8pp |
| Employer contribution / active EE | $2,104 | $5,152-59.2% | $4,628-54.5% | $4,779-56.0% |
| Participant deferral / active EE | $9,334 | $6,800+37.3% | $6,426+45.3% | $5,609+66.4% |
| Admin fee / account holder | $34,127 | $10,917+212.6% | $9,284+267.6% | $10,828+215.2% |