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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 | $192,338 | $97,732+96.8% | $83,831+129.4% | $135,380+42.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -3.54% | 1287.56%-1291.1pp | 850.99%-854.5pp | 519.81%-523.3pp |
| Employer contribution / active EE | $2,542 | $4,222-39.8% | $3,631-30.0% | $4,779-46.8% |
| Participant deferral / active EE | $4,040 | $4,683-13.7% | $4,082-1.0% | $5,609-28.0% |
| Admin fee / account holder | $58,680 | $6,675+779.2% | $5,479+971.1% | $10,828+441.9% |