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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 | $102,331 | $56,200+82.1% | $67,653+51.3% | $59,633+71.6% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -1.77% | 18506.71%-18508.5pp | 6625.22%-6627.0pp | 2041.40%-2043.2pp |
| Employer contribution / active EE | $8,210 | $1,615+408.5% | $2,266+262.4% | $2,203+272.7% |
| Participant deferral / active EE | $6,268 | $2,843+120.4% | $3,560+76.1% | $3,192+96.4% |
| Admin fee / account holder | $1,399 | $3,959-64.7% | $4,821-71.0% | $4,297-67.4% |