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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 | $77,932 | $92,766-16.0% | $82,763-5.8% | $134,545-42.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -20.53% | 946.97%-967.5pp | 702.45%-723.0pp | 418.37%-438.9pp |
| Employer contribution / active EE | $1,571 | $3,273-52.0% | $3,008-47.8% | $4,742-66.9% |
| Participant deferral / active EE | $2,262 | $4,802-52.9% | $4,395-48.5% | $6,401-64.7% |
| Admin fee / account holder | $1,384 | $5,978-76.8% | $5,325-74.0% | $11,431-87.9% |