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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 | $189,865 | $138,114+37.5% | $125,391+51.4% | $134,545+41.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.81% | 750.88%-765.7pp | 572.41%-587.2pp | 418.37%-433.2pp |
| Employer contribution / active EE | $6,305 | $5,246+20.2% | $4,816+30.9% | $4,742+33.0% |
| Participant deferral / active EE | $8,800 | $7,801+12.8% | $7,448+18.1% | $6,401+37.5% |
| Admin fee / account holder | $149,790 | $11,570+1194.6% | $10,009+1396.6% | $11,431+1210.4% |