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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 | $99,395 | $97,759+1.7% | $83,849+18.5% | $135,377-26.6% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.02% | 1287.41%-1294.4pp | 850.91%-857.9pp | 519.75%-526.8pp |
| Employer contribution / active EE | $13,076 | $4,222+209.7% | $3,631+260.1% | $4,779+173.6% |
| Participant deferral / active EE | $6,209 | $4,682+32.6% | $4,082+52.1% | $5,609+10.7% |
| Admin fee / account holder | $4,772 | $6,674-28.5% | $5,478-12.9% | $10,828-55.9% |