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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 | $194,753 | $138,102+41.0% | $125,381+55.3% | $134,532+44.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.47% | 750.73%-771.2pp | 572.31%-592.8pp | 418.27%-438.7pp |
| Employer contribution / active EE | $5,048 | $5,245-3.8% | $4,815+4.8% | $4,741+6.5% |
| Participant deferral / active EE | $13,633 | $7,801+74.8% | $7,448+83.0% | $6,401+113.0% |
| Admin fee / account holder | $1,489 | $11,568-87.1% | $10,007-85.1% | $11,429-87.0% |