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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 | $144,650 | $138,078+4.8% | $125,363+15.4% | $134,509+7.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.82% | 750.49%-765.3pp | 572.15%-587.0pp | 418.13%-433.0pp |
| Employer contribution / active EE | $1,800 | $5,245-65.7% | $4,815-62.6% | $4,741-62.0% |
| Participant deferral / active EE | $10,393 | $7,800+33.2% | $7,447+39.6% | $6,400+62.4% |
| Admin fee / account holder | $1,695 | $11,566-85.3% | $10,005-83.1% | $11,427-85.2% |