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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 | $249,622 | $138,102+80.8% | $125,381+99.1% | $134,532+85.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.28% | 750.73%-762.0pp | 572.31%-583.6pp | 418.27%-429.6pp |
| Employer contribution / active EE | $8,004 | $5,245+52.6% | $4,815+66.2% | $4,741+68.8% |
| Participant deferral / active EE | $10,531 | $7,801+35.0% | $7,448+41.4% | $6,401+64.5% |
| Admin fee / account holder | $47,133 | $11,568+307.4% | $10,007+371.0% | $11,429+312.4% |