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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 | $79,115 | $106,557-25.8% | $91,227-13.3% | $134,545-41.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -16.19% | 160.81%-177.0pp | 114.14%-130.3pp | 418.37%-434.6pp |
| Employer contribution / active EE | $17,323 | $3,332+419.9% | $2,851+507.6% | $4,742+265.3% |
| Participant deferral / active EE | $7,612 | $4,719+61.3% | $4,234+79.8% | $6,401+18.9% |
| Admin fee / account holder | $363 | $6,235-94.2% | $5,423-93.3% | $11,431-96.8% |