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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 | $10,755 | $106,549-89.9% | $91,225-88.2% | $134,509-92.0% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -20.31% | 160.73%-181.0pp | 114.10%-134.4pp | 418.13%-438.4pp |
| Employer contribution / active EE | $2,151 | $3,331-35.4% | $2,851-24.6% | $4,741-54.6% |
| Participant deferral / active EE | $3,042 | $4,719-35.5% | $4,234-28.2% | $6,400-52.5% |
| Admin fee / account holder | $546 | $6,234-91.2% | $5,422-89.9% | $11,427-95.2% |