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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 | $201,858 | $138,078+46.2% | $125,363+61.0% | $134,509+50.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.83% | 750.49%-762.3pp | 572.15%-584.0pp | 418.13%-430.0pp |
| Employer contribution / active EE | $4,256 | $5,245-18.9% | $4,815-11.6% | $4,741-10.2% |
| Participant deferral / active EE | $13,400 | $7,800+71.8% | $7,447+79.9% | $6,400+109.4% |
| Admin fee / account holder | $2,887 | $11,566-75.0% | $10,005-71.1% | $11,427-74.7% |