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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 | $142,787 | $84,684+68.6% | $73,835+93.4% | $125,388+13.9% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 0.09% | 3123.93%-3123.8pp | 2268.13%-2268.0pp | 282.24%-282.1pp |
| Employer contribution / active EE | $10,010 | $3,123+220.5% | $2,788+259.1% | $4,866+105.7% |
| Participant deferral / active EE | $10,755 | $3,993+169.4% | $3,583+200.2% | $5,352+101.0% |
| Admin fee / account holder | $19,561 | $5,691+243.7% | $4,880+300.9% | $9,541+105.0% |