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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 | $114,052 | $97,729+16.7% | $83,830+36.1% | $135,379-15.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.54% | 1287.52%-1293.1pp | 850.97%-856.5pp | 519.79%-525.3pp |
| Employer contribution / active EE | $2,588 | $4,222-38.7% | $3,631-28.7% | $4,779-45.8% |
| Participant deferral / active EE | $15,677 | $4,683+234.8% | $4,082+284.1% | $5,609+179.5% |
| Admin fee / account holder | $51,750 | $6,674+675.3% | $5,479+844.6% | $10,828+377.9% |