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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 | $159,792 | $138,114+15.7% | $125,391+27.4% | $134,545+18.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -7.23% | 750.88%-758.1pp | 572.41%-579.6pp | 418.37%-425.6pp |
| Employer contribution / active EE | $11,647 | $5,246+122.0% | $4,816+141.8% | $4,742+145.6% |
| Participant deferral / active EE | $32,354 | $7,801+314.7% | $7,448+334.4% | $6,401+405.4% |
| Admin fee / account holder | $21,848 | $11,570+88.8% | $10,009+118.3% | $11,431+91.1% |