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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 | $215,083 | $138,076+55.8% | $123,553+74.1% | $135,380+58.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -0.43% | 153.70%-154.1pp | 119.21%-119.6pp | 519.81%-520.2pp |
| Employer contribution / active EE | $39,208 | $5,152+661.1% | $4,628+747.2% | $4,779+720.5% |
| Participant deferral / active EE | $26,667 | $6,800+292.2% | $6,426+315.0% | $5,609+375.4% |
| Admin fee / account holder | $1,590 | $10,917-85.4% | $9,284-82.9% | $10,828-85.3% |