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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 | $214,185 | $138,114+55.1% | $125,391+70.8% | $134,545+59.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.26% | 750.88%-768.1pp | 572.41%-589.7pp | 418.37%-435.6pp |
| Employer contribution / active EE | $3,919 | $5,246-25.3% | $4,816-18.6% | $4,742-17.3% |
| Participant deferral / active EE | $9,327 | $7,801+19.6% | $7,448+25.2% | $6,401+45.7% |
| Admin fee / account holder | $401 | $11,570-96.5% | $10,009-96.0% | $11,431-96.5% |