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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 | $236,022 | $209,428+12.7% | $178,498+32.2% | $158,950+48.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 0.00% | 188.78%-188.8pp | 151.09%-151.1pp | 302.91%-302.9pp |
| Employer contribution / active EE | $12,543 | $5,707+119.8% | $5,011+150.3% | $4,762+163.4% |
| Participant deferral / active EE | $10,410 | $5,955+74.8% | $5,202+100.1% | $5,983+74.0% |
| Admin fee / account holder | $1,192 | $17,077-93.0% | $13,985-91.5% | $11,248-89.4% |