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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 | $167,106 | $138,076+21.0% | $123,553+35.3% | $135,380+23.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.99% | 153.70%-159.7pp | 119.21%-125.2pp | 519.81%-525.8pp |
| Employer contribution / active EE | $9,229 | $5,152+79.1% | $4,628+99.4% | $4,779+93.1% |
| Participant deferral / active EE | $13,034 | $6,800+91.7% | $6,426+102.8% | $5,609+132.4% |
| Admin fee / account holder | $27,675 | $10,917+153.5% | $9,284+198.1% | $10,828+155.6% |