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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 | $139,848 | $160,059-12.6% | $140,019-0.1% | $135,382+3.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.37% | 911.44%-916.8pp | 651.15%-656.5pp | 519.77%-525.1pp |
| Employer contribution / active EE | $10,709 | $6,420+66.8% | $5,605+91.1% | $4,779+124.1% |
| Participant deferral / active EE | $15,647 | $7,641+104.8% | $6,927+125.9% | $5,609+179.0% |
| Admin fee / account holder | $12,267 | $13,328-8.0% | $10,705+14.6% | $10,829+13.3% |