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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 | $130,679 | $92,684+41.0% | $82,706+58.0% | $134,509-2.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.25% | 945.84%-963.1pp | 701.76%-719.0pp | 418.13%-435.4pp |
| Employer contribution / active EE | $8,933 | $3,272+173.0% | $3,007+197.0% | $4,741+88.4% |
| Participant deferral / active EE | $9,104 | $4,800+89.7% | $4,394+107.2% | $6,400+42.2% |
| Admin fee / account holder | $620 | $5,982-89.6% | $5,329-88.4% | $11,427-94.6% |