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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 | $176,220 | $99,668+76.8% | $86,451+103.8% | $134,545+31.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.63% | 6789.61%-6807.2pp | 4398.51%-4416.1pp | 418.37%-436.0pp |
| Employer contribution / active EE | $13,068 | $4,403+196.8% | $3,770+246.7% | $4,742+175.6% |
| Participant deferral / active EE | $11,350 | $7,249+56.6% | $6,953+63.2% | $6,401+77.3% |
| Admin fee / account holder | $1,279 | $8,377-84.7% | $6,734-81.0% | $11,431-88.8% |