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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 | $137,852 | $138,102-0.2% | $125,381+9.9% | $134,532+2.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.43% | 750.73%-768.2pp | 572.31%-589.7pp | 418.27%-435.7pp |
| Employer contribution / active EE | $3,063 | $5,245-41.6% | $4,815-36.4% | $4,741-35.4% |
| Participant deferral / active EE | $7,625 | $7,801-2.3% | $7,448+2.4% | $6,401+19.1% |
| Admin fee / account holder | $24,921 | $11,568+115.4% | $10,007+149.0% | $11,429+118.1% |