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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 | $103,514 | $84,685+22.2% | $73,836+40.2% | $125,389-17.4% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -1.84% | 3123.80%-3125.6pp | 2268.06%-2269.9pp | 282.24%-284.1pp |
| Employer contribution / active EE | $3,665 | $3,123+17.4% | $2,787+31.5% | $4,866-24.7% |
| Participant deferral / active EE | $11,715 | $3,993+193.4% | $3,583+227.0% | $5,352+118.9% |
| Admin fee / account holder | $841 | $5,694-85.2% | $4,882-82.8% | $9,541-91.2% |