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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 | $210,456 | $138,114+52.4% | $125,391+67.8% | $134,545+56.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.89% | 750.88%-766.8pp | 572.41%-588.3pp | 418.37%-434.3pp |
| Employer contribution / active EE | $3,881 | $5,246-26.0% | $4,816-19.4% | $4,742-18.1% |
| Participant deferral / active EE | $9,448 | $7,801+21.1% | $7,448+26.8% | $6,401+47.6% |
| Admin fee / account holder | $43,410 | $11,570+275.2% | $10,009+333.7% | $11,431+279.8% |