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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 | $236,029 | $97,732+141.5% | $83,831+181.6% | $135,380+74.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.36% | 1287.56%-1292.9pp | 850.99%-856.4pp | 519.81%-525.2pp |
| Employer contribution / active EE | $3,948 | $4,222-6.5% | $3,631+8.7% | $4,779-17.4% |
| Participant deferral / active EE | $7,337 | $4,683+56.7% | $4,082+79.8% | $5,609+30.8% |
| Admin fee / account holder | $862 | $6,675-87.1% | $5,479-84.3% | $10,828-92.0% |