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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 | $209,628 | $138,102+51.8% | $125,381+67.2% | $134,532+55.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.76% | 750.73%-765.5pp | 572.31%-587.1pp | 418.27%-433.0pp |
| Employer contribution / active EE | $2,925 | $5,245-44.2% | $4,815-39.3% | $4,741-38.3% |
| Participant deferral / active EE | $17,875 | $7,801+129.2% | $7,448+140.0% | $6,401+179.3% |
| Admin fee / account holder | $585 | $11,568-94.9% | $10,007-94.2% | $11,429-94.9% |