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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 | $177,006 | $160,059+10.6% | $140,019+26.4% | $135,380+30.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.75% | 911.48%-916.2pp | 651.17%-655.9pp | 519.81%-524.6pp |
| Employer contribution / active EE | $20,209 | $6,420+214.8% | $5,605+260.5% | $4,779+322.9% |
| Participant deferral / active EE | $17,600 | $7,641+130.3% | $6,927+154.1% | $5,609+213.8% |
| Admin fee / account holder | $2,072 | $13,328-84.5% | $10,705-80.6% | $10,828-80.9% |