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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 | $202,423 | $138,076+46.6% | $123,553+63.8% | $135,380+49.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.80% | 153.70%-159.5pp | 119.21%-125.0pp | 519.81%-525.6pp |
| Employer contribution / active EE | $9,758 | $5,152+89.4% | $4,628+110.9% | $4,779+104.2% |
| Participant deferral / active EE | $11,759 | $6,800+72.9% | $6,426+83.0% | $5,609+109.7% |
| Admin fee / account holder | $9,829 | $10,917-10.0% | $9,284+5.9% | $10,828-9.2% |