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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 | $126,199 | $160,059-21.2% | $140,019-9.9% | $135,380-6.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -1.42% | 911.48%-912.9pp | 651.17%-652.6pp | 519.81%-521.2pp |
| Employer contribution / active EE | $18,842 | $6,420+193.5% | $5,605+236.1% | $4,779+294.3% |
| Participant deferral / active EE | $13,115 | $7,641+71.6% | $6,927+89.3% | $5,609+133.8% |
| Admin fee / account holder | $3,403 | $13,328-74.5% | $10,705-68.2% | $10,828-68.6% |