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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 | $213,105 | $138,102+54.3% | $125,381+70.0% | $134,532+58.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.58% | 750.73%-769.3pp | 572.31%-590.9pp | 418.27%-436.8pp |
| Employer contribution / active EE | $3,978 | $5,245-24.2% | $4,815-17.4% | $4,741-16.1% |
| Participant deferral / active EE | $9,563 | $7,801+22.6% | $7,448+28.4% | $6,401+49.4% |
| Admin fee / account holder | $1,710 | $11,568-85.2% | $10,007-82.9% | $11,429-85.0% |