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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 | $219,170 | $138,072+58.7% | $123,549+77.4% | $135,382+61.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -1.32% | 153.69%-155.0pp | 119.20%-120.5pp | 519.77%-521.1pp |
| Employer contribution / active EE | $14,902 | $5,152+189.3% | $4,628+222.0% | $4,779+211.8% |
| Participant deferral / active EE | $8,825 | $6,799+29.8% | $6,426+37.3% | $5,609+57.3% |
| Admin fee / account holder | $8,597 | $10,917-21.2% | $9,284-7.4% | $10,829-20.6% |