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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 | $15,599 | $88,585-82.4% | $69,884-77.7% | $134,532-88.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -20.16% | 442.80%-463.0pp | 190.81%-211.0pp | 418.27%-438.4pp |
| Employer contribution / active EE | $5,500 | $3,235+70.0% | $2,560+114.8% | $4,741+16.0% |
| Participant deferral / active EE | $18,573 | $4,770+289.4% | $3,848+382.6% | $6,401+190.2% |
| Admin fee / account holder | $2,860 | $10,441-72.6% | $6,266-54.4% | $11,429-75.0% |