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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 | $191,161 | $138,078+38.4% | $125,363+52.5% | $134,509+42.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.50% | 750.49%-770.0pp | 572.15%-591.6pp | 418.13%-437.6pp |
| Employer contribution / active EE | $6,558 | $5,245+25.0% | $4,815+36.2% | $4,741+38.3% |
| Participant deferral / active EE | $11,101 | $7,800+42.3% | $7,447+49.1% | $6,400+73.4% |
| Admin fee / account holder | $3,108 | $11,566-73.1% | $10,005-68.9% | $11,427-72.8% |