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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 | $147,163 | $97,729+50.6% | $83,830+75.5% | $135,379+8.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.02% | 1287.52%-1292.5pp | 850.97%-856.0pp | 519.79%-524.8pp |
| Employer contribution / active EE | $4,542 | $4,222+7.6% | $3,631+25.1% | $4,779-4.9% |
| Participant deferral / active EE | $9,840 | $4,683+110.1% | $4,082+141.1% | $5,609+75.4% |
| Admin fee / account holder | $17,515 | $6,674+162.4% | $5,479+219.7% | $10,828+61.8% |