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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 | $162,700 | $180,459-9.8% | $154,108+5.6% | $135,380+20.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.76% | 888.21%-897.0pp | 735.21%-744.0pp | 519.81%-528.6pp |
| Employer contribution / active EE | $17,267 | $6,035+186.1% | $5,298+226.0% | $4,779+261.3% |
| Participant deferral / active EE | $4,664 | $5,806-19.7% | $5,081-8.2% | $5,609-16.8% |
| Admin fee / account holder | $1,638 | $16,145-89.9% | $13,411-87.8% | $10,828-84.9% |