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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 | $116,877 | $138,114-15.4% | $125,391-6.8% | $134,545-13.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.20% | 750.88%-763.1pp | 572.41%-584.6pp | 418.37%-430.6pp |
| Employer contribution / active EE | $12,000 | $5,246+128.7% | $4,816+149.2% | $4,742+153.1% |
| Participant deferral / active EE | $8,920 | $7,801+14.3% | $7,448+19.8% | $6,401+39.3% |
| Admin fee / account holder | $11,906 | $11,570+2.9% | $10,009+19.0% | $11,431+4.2% |