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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 | $195,014 | $90,607+115.2% | $79,467+145.4% | $135,380+44.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -5.43% | 977.74%-983.2pp | 718.30%-723.7pp | 519.81%-525.2pp |
| Employer contribution / active EE | $2,241 | $3,068-26.9% | $2,800-20.0% | $4,779-53.1% |
| Participant deferral / active EE | $9,933 | $4,050+145.2% | $3,704+168.2% | $5,609+77.1% |
| Admin fee / account holder | $75,879 | $5,895+1187.2% | $5,104+1386.6% | $10,828+600.8% |