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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 | $148,779 | $138,078+7.7% | $125,363+18.7% | $134,509+10.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.50% | 750.49%-768.0pp | 572.15%-589.6pp | 418.13%-435.6pp |
| Employer contribution / active EE | $2,857 | $5,245-45.5% | $4,815-40.7% | $4,741-39.7% |
| Participant deferral / active EE | $12,736 | $7,800+63.3% | $7,447+71.0% | $6,400+99.0% |
| Admin fee / account holder | $526 | $11,566-95.5% | $10,005-94.7% | $11,427-95.4% |