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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 | $12,251 | $84,628-85.5% | $61,501-80.1% | $134,545-90.9% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -17.82% | 585.61%-603.4pp | 339.04%-356.9pp | 418.37%-436.2pp |
| Employer contribution / active EE | $366 | $1,545-76.3% | $1,160-68.4% | $4,742-92.3% |
| Participant deferral / active EE | $1,208 | $2,819-57.2% | $2,125-43.2% | $6,401-81.1% |
| Admin fee / account holder | $407 | $2,587-84.3% | $2,132-80.9% | $11,431-96.4% |