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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 | $90,208 | $180,466-50.0% | $154,114-41.5% | $135,382-33.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.28% | 888.15%-892.4pp | 735.16%-739.4pp | 519.77%-524.0pp |
| Employer contribution / active EE | $6,669 | $6,035+10.5% | $5,298+25.9% | $4,779+39.6% |
| Participant deferral / active EE | $5,379 | $5,806-7.4% | $5,081+5.9% | $5,609-4.1% |
| Admin fee / account holder | $42,342 | $16,144+162.3% | $13,411+215.7% | $10,829+291.0% |