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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 | $234,226 | $138,076+69.6% | $123,553+89.6% | $135,380+73.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.79% | 153.70%-158.5pp | 119.21%-124.0pp | 519.81%-524.6pp |
| Employer contribution / active EE | $1,206 | $5,152-76.6% | $4,628-73.9% | $4,779-74.8% |
| Participant deferral / active EE | $14,968 | $6,800+120.1% | $6,426+132.9% | $5,609+166.8% |
| Admin fee / account holder | $7,539 | $10,917-30.9% | $9,284-18.8% | $10,828-30.4% |