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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 | $223,954 | $138,102+62.2% | $125,381+78.6% | $134,532+66.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.67% | 750.73%-768.4pp | 572.31%-590.0pp | 418.27%-435.9pp |
| Employer contribution / active EE | $5,769 | $5,245+10.0% | $4,815+19.8% | $4,741+21.7% |
| Participant deferral / active EE | $15,559 | $7,801+99.5% | $7,448+108.9% | $6,401+143.1% |
| Admin fee / account holder | $1,904 | $11,568-83.5% | $10,007-81.0% | $11,429-83.3% |