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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 | $124,371 | $99,647+24.8% | $86,439+43.9% | $134,509-7.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.82% | 6784.13%-6800.0pp | 4395.55%-4411.4pp | 418.13%-434.0pp |
| Employer contribution / active EE | $12,607 | $4,401+186.5% | $3,769+234.5% | $4,741+165.9% |
| Participant deferral / active EE | $7,389 | $7,246+2.0% | $6,952+6.3% | $6,400+15.5% |
| Admin fee / account holder | $1,075 | $8,373-87.2% | $6,732-84.0% | $11,427-90.6% |