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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 | $31,981 | $88,603-63.9% | $69,890-54.2% | $134,545-76.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -4.60% | 442.93%-447.5pp | 190.84%-195.4pp | 418.37%-423.0pp |
| Employer contribution / active EE | $4,728 | $3,236+46.1% | $2,560+84.7% | $4,742-0.3% |
| Participant deferral / active EE | $3,176 | $4,771-33.4% | $3,848-17.5% | $6,401-50.4% |
| Admin fee / account holder | $1,469 | $10,443-85.9% | $6,267-76.6% | $11,431-87.1% |