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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 | $133,900 | $138,102-3.0% | $125,381+6.8% | $134,532-0.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.28% | 750.73%-762.0pp | 572.31%-583.6pp | 418.27%-429.5pp |
| Employer contribution / active EE | $19,823 | $5,245+277.9% | $4,815+311.7% | $4,741+318.1% |
| Participant deferral / active EE | $17,571 | $7,801+125.3% | $7,448+135.9% | $6,401+174.5% |
| Admin fee / account holder | $31,080 | $11,568+168.7% | $10,007+210.6% | $11,429+171.9% |