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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 | $145,237 | $138,114+5.2% | $125,391+15.8% | $134,545+7.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.45% | 750.88%-764.3pp | 572.41%-585.9pp | 418.37%-431.8pp |
| Employer contribution / active EE | $2,250 | $5,246-57.1% | $4,816-53.3% | $4,742-52.5% |
| Participant deferral / active EE | $13,425 | $7,801+72.1% | $7,448+80.2% | $6,401+109.7% |
| Admin fee / account holder | $742 | $11,570-93.6% | $10,009-92.6% | $11,431-93.5% |