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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 | $68,656 | $92,766-26.0% | $82,763-17.0% | $134,545-49.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -9.22% | 946.97%-956.2pp | 702.45%-711.7pp | 418.37%-427.6pp |
| Employer contribution / active EE | $2,856 | $3,273-12.8% | $3,008-5.1% | $4,742-39.8% |
| Participant deferral / active EE | $3,348 | $4,802-30.3% | $4,395-23.8% | $6,401-47.7% |
| Admin fee / account holder | $10,226 | $5,978+71.1% | $5,325+92.0% | $11,431-10.5% |