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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 | $149,550 | $82,630+81.0% | $64,105+133.3% | $125,389+19.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -0.36% | 1489.72%-1490.1pp | 791.24%-791.6pp | 282.24%-282.6pp |
| Employer contribution / active EE | $2,012 | $2,671-24.7% | $1,820+10.6% | $4,866-58.7% |
| Participant deferral / active EE | $6,005 | $3,608+66.4% | $2,822+112.8% | $5,352+12.2% |
| Admin fee / account holder | $6,156 | $6,382-3.5% | $4,499+36.8% | $9,541-35.5% |