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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 | $147,511 | $138,075+6.8% | $123,552+19.4% | $135,379+9.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.75% | 153.70%-156.4pp | 119.20%-121.9pp | 519.79%-522.5pp |
| Employer contribution / active EE | $3,366 | $5,152-34.7% | $4,628-27.3% | $4,779-29.6% |
| Participant deferral / active EE | $2,443 | $6,800-64.1% | $6,426-62.0% | $5,609-56.4% |
| Admin fee / account holder | $8,645 | $10,917-20.8% | $9,285-6.9% | $10,828-20.2% |