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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 | $161,439 | $138,078+16.9% | $125,363+28.8% | $134,509+20.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.99% | 750.49%-767.5pp | 572.15%-589.1pp | 418.13%-435.1pp |
| Employer contribution / active EE | $11,701 | $5,245+123.1% | $4,815+143.0% | $4,741+146.8% |
| Participant deferral / active EE | $17,013 | $7,800+118.1% | $7,447+128.5% | $6,400+165.8% |
| Admin fee / account holder | $3,584 | $11,566-69.0% | $10,005-64.2% | $11,427-68.6% |