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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 | $183,552 | $97,732+87.8% | $83,831+119.0% | $135,380+35.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.53% | 1287.56%-1295.1pp | 850.99%-858.5pp | 519.81%-527.3pp |
| Employer contribution / active EE | $13,333 | $4,222+215.8% | $3,631+267.2% | $4,779+179.0% |
| Participant deferral / active EE | $7,372 | $4,683+57.4% | $4,082+80.6% | $5,609+31.4% |
| Admin fee / account holder | $903 | $6,675-86.5% | $5,479-83.5% | $10,828-91.7% |