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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 | $199,687 | $106,551+87.4% | $91,225+118.9% | $134,532+48.4% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -10.37% | 160.78%-171.1pp | 114.12%-124.5pp | 418.27%-428.6pp |
| Employer contribution / active EE | $28,234 | $3,331+747.5% | $2,851+890.4% | $4,741+495.5% |
| Participant deferral / active EE | $19,500 | $4,718+313.3% | $4,233+360.6% | $6,401+204.6% |
| Admin fee / account holder | $708,152 | $6,234+11258.6% | $5,422+12959.7% | $11,429+6096.3% |