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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 | $123,632 | $138,114-10.5% | $125,391-1.4% | $134,545-8.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.67% | 750.88%-768.6pp | 572.41%-590.1pp | 418.37%-436.0pp |
| Employer contribution / active EE | $16,005 | $5,246+205.1% | $4,816+232.4% | $4,742+237.6% |
| Participant deferral / active EE | $13,681 | $7,801+75.4% | $7,448+83.7% | $6,401+113.7% |
| Admin fee / account holder | $1,778 | $11,570-84.6% | $10,009-82.2% | $11,431-84.4% |