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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 | $158,602 | $138,102+14.8% | $125,381+26.5% | $134,532+17.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.66% | 750.73%-765.4pp | 572.31%-587.0pp | 418.27%-432.9pp |
| Employer contribution / active EE | $16,915 | $5,245+222.5% | $4,815+251.3% | $4,741+256.8% |
| Participant deferral / active EE | $14,151 | $7,801+81.4% | $7,448+90.0% | $6,401+121.1% |
| Admin fee / account holder | $1,673 | $11,568-85.5% | $10,007-83.3% | $11,429-85.4% |