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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 | $188,139 | $138,114+36.2% | $125,391+50.0% | $134,545+39.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.60% | 750.88%-766.5pp | 572.41%-588.0pp | 418.37%-434.0pp |
| Employer contribution / active EE | $7,641 | $5,246+45.6% | $4,816+58.7% | $4,742+61.1% |
| Participant deferral / active EE | $8,198 | $7,801+5.1% | $7,448+10.1% | $6,401+28.1% |
| Admin fee / account holder | $9,042 | $11,570-21.9% | $10,009-9.7% | $11,431-20.9% |