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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 | $196,703 | $138,114+42.4% | $125,391+56.9% | $134,545+46.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.19% | 750.88%-768.1pp | 572.41%-589.6pp | 418.37%-435.6pp |
| Employer contribution / active EE | $13,932 | $5,246+165.6% | $4,816+189.3% | $4,742+193.8% |
| Participant deferral / active EE | $11,898 | $7,801+52.5% | $7,448+59.7% | $6,401+85.9% |
| Admin fee / account holder | $30,450 | $11,570+163.2% | $10,009+204.2% | $11,431+166.4% |