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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 | $156,309 | $138,114+13.2% | $125,391+24.7% | $134,545+16.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.08% | 750.88%-766.0pp | 572.41%-587.5pp | 418.37%-433.5pp |
| Employer contribution / active EE | $1,371 | $5,246-73.9% | $4,816-71.5% | $4,742-71.1% |
| Participant deferral / active EE | $5,482 | $7,801-29.7% | $7,448-26.4% | $6,401-14.4% |
| Admin fee / account holder | $863 | $11,570-92.5% | $10,009-91.4% | $11,431-92.5% |