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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 | $166,173 | $84,684+96.2% | $73,835+125.1% | $125,388+32.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -1.60% | 3123.93%-3125.5pp | 2268.13%-2269.7pp | 282.24%-283.8pp |
| Employer contribution / active EE | $839 | $3,123-73.1% | $2,788-69.9% | $4,866-82.8% |
| Participant deferral / active EE | $7,216 | $3,993+80.7% | $3,583+101.4% | $5,352+34.8% |
| Admin fee / account holder | $76,539 | $5,691+1245.0% | $4,880+1468.6% | $9,541+702.2% |