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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 | $161,879 | $138,114+17.2% | $125,391+29.1% | $134,545+20.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.45% | 750.88%-770.3pp | 572.41%-591.9pp | 418.37%-437.8pp |
| Employer contribution / active EE | $8,721 | $5,246+66.2% | $4,816+81.1% | $4,742+83.9% |
| Participant deferral / active EE | $16,961 | $7,801+117.4% | $7,448+127.7% | $6,401+165.0% |
| Admin fee / account holder | $9,502 | $11,570-17.9% | $10,009-5.1% | $11,431-16.9% |