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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 | $176,019 | $97,732+80.1% | $83,831+110.0% | $135,380+30.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.17% | 1287.56%-1294.7pp | 850.99%-858.2pp | 519.81%-527.0pp |
| Employer contribution / active EE | $13,615 | $4,222+222.5% | $3,631+275.0% | $4,779+184.9% |
| Participant deferral / active EE | $12,502 | $4,683+167.0% | $4,082+206.3% | $5,609+122.9% |
| Admin fee / account holder | $2,001 | $6,675-70.0% | $5,479-63.5% | $10,828-81.5% |