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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 | $32,146 | $92,743-65.3% | $82,744-61.1% | $134,532-76.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -12.63% | 946.63%-959.3pp | 702.22%-714.8pp | 418.27%-430.9pp |
| Employer contribution / active EE | $3,933 | $3,273+20.2% | $3,008+30.7% | $4,741-17.0% |
| Participant deferral / active EE | $6,588 | $4,802+37.2% | $4,395+49.9% | $6,401+2.9% |
| Admin fee / account holder | $3,905 | $5,977-34.7% | $5,325-26.7% | $11,429-65.8% |