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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 | $207,102 | $180,462+14.8% | $154,111+34.4% | $135,379+53.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.31% | 888.17%-894.5pp | 735.18%-741.5pp | 519.79%-526.1pp |
| Employer contribution / active EE | $8,333 | $6,036+38.1% | $5,298+57.3% | $4,779+74.4% |
| Participant deferral / active EE | $6,822 | $5,806+17.5% | $5,081+34.3% | $5,609+21.6% |
| Admin fee / account holder | $12,531 | $16,145-22.4% | $13,411-6.6% | $10,828+15.7% |