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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 | $229,638 | $180,459+27.3% | $154,108+49.0% | $135,380+69.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.29% | 888.21%-893.5pp | 735.21%-740.5pp | 519.81%-525.1pp |
| Employer contribution / active EE | $10,254 | $6,035+69.9% | $5,298+93.6% | $4,779+114.6% |
| Participant deferral / active EE | $7,523 | $5,806+29.6% | $5,081+48.1% | $5,609+34.1% |
| Admin fee / account holder | $28,042 | $16,145+73.7% | $13,411+109.1% | $10,828+159.0% |