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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 | $13,146 | $39,798-67.0% | $67,704-80.6% | $59,633-78.0% |
| Participation rate | 100.0% | 57.4%+42.6pp | 67.5%+32.5pp | 68.7%+31.3pp |
| Annual return | -1.58% | 89.94%-91.5pp | 25.41%-27.0pp | 2041.45%-2043.0pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $2,559-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,650 | $2,335+56.3% | $3,585+1.8% | $3,192+14.4% |
| Admin fee / account holder | $6,109 | $3,212+90.2% | $4,255+43.6% | $4,297+42.2% |