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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 | $208,207 | $97,732+113.0% | $83,831+148.4% | $135,380+53.8% |
| Participation rate | 95.0% | 80.0%+15.0pp | 76.1%+18.9pp | 82.6%+12.4pp |
| Annual return | -7.54% | 1287.56%-1295.1pp | 850.99%-858.5pp | 519.81%-527.3pp |
| Employer contribution / active EE | $9,583 | $4,222+127.0% | $3,631+163.9% | $4,779+100.5% |
| Participant deferral / active EE | $9,358 | $4,683+99.8% | $4,082+129.2% | $5,609+66.8% |
| Admin fee / account holder | $6,846 | $6,675+2.6% | $5,479+25.0% | $10,828-36.8% |