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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 | $91,108 | $84,685+7.6% | $73,836+23.4% | $125,389-27.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -1.11% | 3123.80%-3124.9pp | 2268.06%-2269.2pp | 282.24%-283.4pp |
| Employer contribution / active EE | $11,691 | $3,123+274.3% | $2,787+319.4% | $4,866+140.2% |
| Participant deferral / active EE | $4,989 | $3,993+25.0% | $3,583+39.2% | $5,352-6.8% |
| Admin fee / account holder | $632 | $5,694-88.9% | $4,882-87.1% | $9,541-93.4% |