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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 | $138,177 | $54,355+154.2% | $82,744+67.0% | $68,486+101.8% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -14.63% | -13.67%-1.0pp | 702.22%-716.9pp | -7.85%-6.8pp |
| Employer contribution / active EE | $1,590 | $2,219-28.3% | $3,008-47.1% | $2,597-38.8% |
| Participant deferral / active EE | $4,945 | $3,246+52.3% | $4,395+12.5% | $4,028+22.8% |
| Admin fee / account holder | $16,701 | $4,397+279.9% | $5,325+213.7% | $5,404+209.1% |