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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 | $168,294 | $180,459-6.7% | $154,108+9.2% | $135,380+24.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.37% | 888.21%-892.6pp | 735.21%-739.6pp | 519.81%-524.2pp |
| Employer contribution / active EE | $20,059 | $6,035+232.4% | $5,298+278.6% | $4,779+319.7% |
| Participant deferral / active EE | $11,875 | $5,806+104.5% | $5,081+133.7% | $5,609+111.7% |
| Admin fee / account holder | $249,922 | $16,145+1448.0% | $13,411+1763.5% | $10,828+2208.1% |