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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 | $135,493 | $84,697+60.0% | $73,845+83.5% | $125,393+8.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 0.20% | 3123.66%-3123.5pp | 2267.91%-2267.7pp | 282.23%-282.0pp |
| Employer contribution / active EE | $6,212 | $3,123+98.9% | $2,788+122.8% | $4,866+27.7% |
| Participant deferral / active EE | $9,481 | $3,993+137.5% | $3,583+164.6% | $5,351+77.2% |
| Admin fee / account holder | $895 | $5,692-84.3% | $4,881-81.7% | $9,541-90.6% |