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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 | $99,831 | $138,102-27.7% | $125,381-20.4% | $134,532-25.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.92% | 750.73%-764.6pp | 572.31%-586.2pp | 418.27%-432.2pp |
| Employer contribution / active EE | $12,439 | $5,245+137.1% | $4,815+158.3% | $4,741+162.4% |
| Participant deferral / active EE | $6,986 | $7,801-10.4% | $7,448-6.2% | $6,401+9.1% |
| Admin fee / account holder | $664 | $11,568-94.3% | $10,007-93.4% | $11,429-94.2% |