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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 | $157,768 | $138,114+14.2% | $125,391+25.8% | $134,545+17.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -9.79% | 750.88%-760.7pp | 572.41%-582.2pp | 418.37%-428.2pp |
| Employer contribution / active EE | $5,985 | $5,246+14.1% | $4,816+24.3% | $4,742+26.2% |
| Participant deferral / active EE | $7,004 | $7,801-10.2% | $7,448-6.0% | $6,401+9.4% |
| Admin fee / account holder | $73,677 | $11,570+536.8% | $10,009+636.1% | $11,431+544.6% |