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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 | $167,388 | $138,114+21.2% | $125,391+33.5% | $134,545+24.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.09% | 750.88%-764.0pp | 572.41%-585.5pp | 418.37%-431.5pp |
| Employer contribution / active EE | $18,116 | $5,246+245.3% | $4,816+276.2% | $4,742+282.1% |
| Participant deferral / active EE | $9,914 | $7,801+27.1% | $7,448+33.1% | $6,401+54.9% |
| Admin fee / account holder | $2,808 | $11,570-75.7% | $10,009-71.9% | $11,431-75.4% |