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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 | $210,589 | $138,102+52.5% | $125,381+68.0% | $134,532+56.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.62% | 750.73%-770.3pp | 572.31%-591.9pp | 418.27%-437.9pp |
| Employer contribution / active EE | $9,678 | $5,245+84.5% | $4,815+101.0% | $4,741+104.1% |
| Participant deferral / active EE | $13,181 | $7,801+69.0% | $7,448+77.0% | $6,401+105.9% |
| Admin fee / account holder | $63,340 | $11,568+447.5% | $10,007+533.0% | $11,429+454.2% |