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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 | $249,394 | $97,761+155.1% | $83,850+197.4% | $135,382+84.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.40% | 1287.44%-1294.8pp | 850.92%-858.3pp | 519.77%-527.2pp |
| Employer contribution / active EE | $882 | $4,222-79.1% | $3,631-75.7% | $4,779-81.5% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $3,486 | $6,674-47.8% | $5,478-36.4% | $10,829-67.8% |