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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 | $208,174 | $180,466+15.4% | $154,114+35.1% | $135,382+53.8% |
| Participation rate | 90.0% | 87.4%+2.6pp | 83.0%+7.0pp | 82.6%+7.4pp |
| Annual return | -1.64% | 888.15%-889.8pp | 735.16%-736.8pp | 519.77%-521.4pp |
| Employer contribution / active EE | $20,604 | $6,035+241.4% | $5,298+288.9% | $4,779+331.2% |
| Participant deferral / active EE | $13,564 | $5,806+133.6% | $5,081+167.0% | $5,609+141.8% |
| Admin fee / account holder | $86,233 | $16,144+434.1% | $13,411+543.0% | $10,829+696.4% |