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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 | $143,508 | $138,102+3.9% | $125,381+14.5% | $134,532+6.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.75% | 750.73%-767.5pp | 572.31%-589.1pp | 418.27%-435.0pp |
| Employer contribution / active EE | $10,550 | $5,245+101.1% | $4,815+119.1% | $4,741+122.5% |
| Participant deferral / active EE | $12,624 | $7,801+61.8% | $7,448+69.5% | $6,401+97.2% |
| Admin fee / account holder | $5,293 | $11,568-54.2% | $10,007-47.1% | $11,429-53.7% |