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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 | $78,753 | $101,283-22.2% | $75,826+3.9% | $135,379-41.8% |
| Participation rate | 100.0% | 72.7%+27.3pp | 68.2%+31.8pp | 82.6%+17.4pp |
| Annual return | -5.04% | 3384.62%-3389.7pp | 1914.15%-1919.2pp | 519.79%-524.8pp |
| Employer contribution / active EE | $8,117 | $2,382+240.7% | $1,913+324.2% | $4,779+69.8% |
| Participant deferral / active EE | $6,785 | $3,469+95.6% | $2,862+137.0% | $5,609+21.0% |
| Admin fee / account holder | $1,760 | $6,539-73.1% | $4,726-62.8% | $10,828-83.7% |