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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 | $186,790 | $138,102+35.3% | $125,381+49.0% | $134,532+38.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.51% | 750.73%-768.2pp | 572.31%-589.8pp | 418.27%-435.8pp |
| Employer contribution / active EE | $11,757 | $5,245+124.1% | $4,815+144.2% | $4,741+148.0% |
| Participant deferral / active EE | $15,806 | $7,801+102.6% | $7,448+112.2% | $6,401+146.9% |
| Admin fee / account holder | $1,680 | $11,568-85.5% | $10,007-83.2% | $11,429-85.3% |