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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 | $214,911 | $92,743+131.7% | $82,744+159.7% | $134,532+59.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.54% | 946.63%-962.2pp | 702.22%-717.8pp | 418.27%-433.8pp |
| Employer contribution / active EE | $7,687 | $3,273+134.9% | $3,008+155.5% | $4,741+62.1% |
| Participant deferral / active EE | $10,590 | $4,802+120.6% | $4,395+141.0% | $6,401+65.4% |
| Admin fee / account holder | $5,104 | $5,977-14.6% | $5,325-4.2% | $11,429-55.3% |