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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 | $230,578 | $138,102+67.0% | $125,381+83.9% | $134,532+71.4% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -17.20% | 750.73%-767.9pp | 572.31%-589.5pp | 418.27%-435.5pp |
| Employer contribution / active EE | $14,203 | $5,245+170.8% | $4,815+195.0% | $4,741+199.6% |
| Participant deferral / active EE | $15,087 | $7,801+93.4% | $7,448+102.6% | $6,401+135.7% |
| Admin fee / account holder | $1,995 | $11,568-82.8% | $10,007-80.1% | $11,429-82.5% |