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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 | $162,994 | $138,114+18.0% | $125,391+30.0% | $134,545+21.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.68% | 750.88%-769.6pp | 572.41%-591.1pp | 418.37%-437.1pp |
| Employer contribution / active EE | $4,958 | $5,246-5.5% | $4,816+2.9% | $4,742+4.6% |
| Participant deferral / active EE | $10,366 | $7,801+32.9% | $7,448+39.2% | $6,401+61.9% |
| Admin fee / account holder | $501 | $11,570-95.7% | $10,009-95.0% | $11,431-95.6% |