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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 | $178,207 | $160,059+11.3% | $140,019+27.3% | $135,379+31.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.81% | 911.44%-918.3pp | 651.15%-658.0pp | 519.79%-526.6pp |
| Employer contribution / active EE | $22,787 | $6,420+255.0% | $5,605+306.5% | $4,779+376.8% |
| Participant deferral / active EE | $13,638 | $7,641+78.5% | $6,927+96.9% | $5,609+143.1% |
| Admin fee / account holder | $403 | $13,328-97.0% | $10,705-96.2% | $10,828-96.3% |