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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 | $175,499 | $97,761+79.5% | $83,850+109.3% | $135,382+29.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -3.16% | 1287.44%-1290.6pp | 850.92%-854.1pp | 519.77%-522.9pp |
| Employer contribution / active EE | $1,759 | $4,222-58.3% | $3,631-51.6% | $4,779-63.2% |
| Participant deferral / active EE | $10,227 | $4,682+118.4% | $4,082+150.6% | $5,609+82.3% |
| Admin fee / account holder | $75,007 | $6,674+1023.8% | $5,478+1269.1% | $10,829+592.7% |