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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 | $96,694 | $84,697+14.2% | $73,845+30.9% | $125,393-22.9% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 0.01% | 3123.66%-3123.7pp | 2267.91%-2267.9pp | 282.23%-282.2pp |
| Employer contribution / active EE | $8,991 | $3,123+187.9% | $2,788+222.5% | $4,866+84.8% |
| Participant deferral / active EE | $8,199 | $3,993+105.4% | $3,583+128.8% | $5,351+53.2% |
| Admin fee / account holder | $141,817 | $5,692+2391.7% | $4,881+2805.8% | $9,541+1386.4% |