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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 | $179,209 | $82,630+116.9% | $64,105+179.6% | $125,389+42.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -0.79% | 1489.72%-1490.5pp | 791.24%-792.0pp | 282.24%-283.0pp |
| Employer contribution / active EE | $11,373 | $2,671+325.8% | $1,820+524.9% | $4,866+133.7% |
| Participant deferral / active EE | $7,465 | $3,608+106.9% | $2,822+164.6% | $5,352+39.5% |
| Admin fee / account holder | $8,051 | $6,382+26.2% | $4,499+78.9% | $9,541-15.6% |