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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 | $107,152 | $92,766+15.5% | $82,763+29.5% | $134,545-20.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.92% | 946.97%-965.9pp | 702.45%-721.4pp | 418.37%-437.3pp |
| Employer contribution / active EE | $11,386 | $3,273+247.9% | $3,008+278.5% | $4,742+140.1% |
| Participant deferral / active EE | $16,918 | $4,802+252.3% | $4,395+284.9% | $6,401+164.3% |
| Admin fee / account holder | $126,397 | $5,978+2014.5% | $5,325+2273.6% | $11,431+1005.8% |