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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 | $180,602 | $99,647+81.2% | $86,439+108.9% | $134,509+34.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.11% | 6784.13%-6803.2pp | 4395.55%-4414.7pp | 418.13%-437.2pp |
| Employer contribution / active EE | $10,959 | $4,401+149.0% | $3,769+190.8% | $4,741+131.2% |
| Participant deferral / active EE | $7,184 | $7,246-0.9% | $6,952+3.3% | $6,400+12.2% |
| Admin fee / account holder | $1,545 | $8,373-81.6% | $6,732-77.1% | $11,427-86.5% |