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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 | $129,729 | $84,685+53.2% | $73,836+75.7% | $125,389+3.5% |
| Participation rate | 87.5% | 76.8%+10.7pp | 73.4%+14.1pp | 83.2%+4.3pp |
| Annual return | -1.52% | 3123.80%-3125.3pp | 2268.06%-2269.6pp | 282.24%-283.8pp |
| Employer contribution / active EE | $162 | $3,123-94.8% | $2,787-94.2% | $4,866-96.7% |
| Participant deferral / active EE | $6,741 | $3,993+68.8% | $3,583+88.1% | $5,352+26.0% |
| Admin fee / account holder | $54,540 | $5,694+857.8% | $4,882+1017.2% | $9,541+471.6% |