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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 | $208,092 | $180,459+15.3% | $154,108+35.0% | $135,380+53.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.13% | 888.21%-893.3pp | 735.21%-740.3pp | 519.81%-524.9pp |
| Employer contribution / active EE | $9,542 | $6,035+58.1% | $5,298+80.1% | $4,779+99.7% |
| Participant deferral / active EE | $5,729 | $5,806-1.3% | $5,081+12.8% | $5,609+2.1% |
| Admin fee / account holder | $23,811 | $16,145+47.5% | $13,411+77.5% | $10,828+119.9% |