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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 | $109,070 | $97,729+11.6% | $83,830+30.1% | $135,379-19.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -4.70% | 1287.52%-1292.2pp | 850.97%-855.7pp | 519.79%-524.5pp |
| Employer contribution / active EE | $6,839 | $4,222+62.0% | $3,631+88.4% | $4,779+43.1% |
| Participant deferral / active EE | $9,250 | $4,683+97.5% | $4,082+126.6% | $5,609+64.9% |
| Admin fee / account holder | $625 | $6,674-90.6% | $5,479-88.6% | $10,828-94.2% |