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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 | $171,596 | $180,459-4.9% | $154,108+11.3% | $135,380+26.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.74% | 888.21%-892.0pp | 735.21%-739.0pp | 519.81%-523.6pp |
| Employer contribution / active EE | $11,325 | $6,035+87.6% | $5,298+113.8% | $4,779+137.0% |
| Participant deferral / active EE | $7,716 | $5,806+32.9% | $5,081+51.9% | $5,609+37.6% |
| Admin fee / account holder | $90,579 | $16,145+461.0% | $13,411+575.4% | $10,828+736.5% |