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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 | $182,250 | $138,102+32.0% | $125,381+45.4% | $134,532+35.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.30% | 750.73%-768.0pp | 572.31%-589.6pp | 418.27%-435.6pp |
| Employer contribution / active EE | $1,334 | $5,245-74.6% | $4,815-72.3% | $4,741-71.9% |
| Participant deferral / active EE | $2,765 | $7,801-64.5% | $7,448-62.9% | $6,401-56.8% |
| Admin fee / account holder | $7,868 | $11,568-32.0% | $10,007-21.4% | $11,429-31.2% |