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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 | $193,857 | $84,685+128.9% | $73,836+162.5% | $125,389+54.6% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -0.79% | 3123.80%-3124.6pp | 2268.06%-2268.8pp | 282.24%-283.0pp |
| Employer contribution / active EE | $5,430 | $3,123+73.8% | $2,787+94.8% | $4,866+11.6% |
| Participant deferral / active EE | $6,145 | $3,993+53.9% | $3,583+71.5% | $5,352+14.8% |
| Admin fee / account holder | $3,913 | $5,694-31.3% | $4,882-19.9% | $9,541-59.0% |