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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 | $190,184 | $97,732+94.6% | $83,831+126.9% | $135,380+40.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -2.68% | 1287.56%-1290.2pp | 850.99%-853.7pp | 519.81%-522.5pp |
| Employer contribution / active EE | $5,292 | $4,222+25.3% | $3,631+45.7% | $4,779+10.7% |
| Participant deferral / active EE | $3,754 | $4,683-19.8% | $4,082-8.0% | $5,609-33.1% |
| Admin fee / account holder | $1,769 | $6,675-73.5% | $5,479-67.7% | $10,828-83.7% |