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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 | $186,211 | $190,862-2.4% | $159,991+16.4% | $134,509+38.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -9.02% | 552.59%-561.6pp | 408.82%-417.8pp | 418.13%-427.2pp |
| Employer contribution / active EE | $7,140 | $4,995+43.0% | $4,225+69.0% | $4,741+50.6% |
| Participant deferral / active EE | $23,943 | $6,924+245.8% | $6,183+287.3% | $6,400+274.1% |
| Admin fee / account holder | $16,515 | $10,495+57.4% | $8,715+89.5% | $11,427+44.5% |