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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 | $118,276 | $97,761+21.0% | $83,850+41.1% | $135,382-12.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -0.34% | 1287.44%-1287.8pp | 850.92%-851.3pp | 519.77%-520.1pp |
| Employer contribution / active EE | $2,213 | $4,222-47.6% | $3,631-39.0% | $4,779-53.7% |
| Participant deferral / active EE | $2,174 | $4,682-53.6% | $4,082-46.7% | $5,609-61.2% |
| Admin fee / account holder | $38,943 | $6,674+483.5% | $5,478+610.8% | $10,829+259.6% |