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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 | $187,407 | $97,732+91.8% | $83,831+123.6% | $135,380+38.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -4.53% | 1287.56%-1292.1pp | 850.99%-855.5pp | 519.81%-524.3pp |
| Employer contribution / active EE | $10,476 | $4,222+148.1% | $3,631+188.5% | $4,779+119.2% |
| Participant deferral / active EE | $4,079 | $4,683-12.9% | $4,082-0.1% | $5,609-27.3% |
| Admin fee / account holder | $1,000 | $6,675-85.0% | $5,479-81.8% | $10,828-90.8% |