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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 | $222,939 | $92,766+140.3% | $82,763+169.4% | $134,545+65.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -19.96% | 946.97%-966.9pp | 702.45%-722.4pp | 418.37%-438.3pp |
| Employer contribution / active EE | $10,112 | $3,273+209.0% | $3,008+236.1% | $4,742+113.3% |
| Participant deferral / active EE | $13,053 | $4,802+171.8% | $4,395+197.0% | $6,401+103.9% |
| Admin fee / account holder | $2,714 | $5,978-54.6% | $5,325-49.0% | $11,431-76.3% |