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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 | $128,380 | $99,668+28.8% | $86,451+48.5% | $134,545-4.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.31% | 6789.61%-6805.9pp | 4398.51%-4414.8pp | 418.37%-434.7pp |
| Employer contribution / active EE | $3,699 | $4,403-16.0% | $3,770-1.9% | $4,742-22.0% |
| Participant deferral / active EE | $8,470 | $7,249+16.8% | $6,953+21.8% | $6,401+32.3% |
| Admin fee / account holder | $1,039 | $8,377-87.6% | $6,734-84.6% | $11,431-90.9% |