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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 | $245,482 | $97,761+151.1% | $83,850+192.8% | $135,382+81.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -4.64% | 1287.44%-1292.1pp | 850.92%-855.6pp | 519.77%-524.4pp |
| Employer contribution / active EE | $3,356 | $4,222-20.5% | $3,631-7.6% | $4,779-29.8% |
| Participant deferral / active EE | $7,714 | $4,682+64.8% | $4,082+89.0% | $5,609+37.5% |
| Admin fee / account holder | $5,303 | $6,674-20.5% | $5,478-3.2% | $10,829-51.0% |