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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 | $30,304 | $138,075-78.1% | $123,552-75.5% | $135,379-77.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.23% | 153.70%-157.9pp | 119.20%-123.4pp | 519.79%-524.0pp |
| Employer contribution / active EE | $3,683 | $5,152-28.5% | $4,628-20.4% | $4,779-22.9% |
| Participant deferral / active EE | $10,959 | $6,800+61.2% | $6,426+70.6% | $5,609+95.4% |
| Admin fee / account holder | $10,367 | $10,917-5.0% | $9,285+11.7% | $10,828-4.3% |