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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 | $25,095 | $152,591-83.6% | $117,529-78.6% | $134,545-81.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -16.70% | 53.04%-69.7pp | 29.77%-46.5pp | 418.37%-435.1pp |
| Employer contribution / active EE | $1,677 | $5,576-69.9% | $4,179-59.9% | $4,742-64.6% |
| Participant deferral / active EE | $9,991 | $4,821+107.2% | $4,072+145.3% | $6,401+56.1% |
| Admin fee / account holder | $715 | $7,004-89.8% | $5,645-87.3% | $11,431-93.7% |