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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 | $91,976 | $90,607+1.5% | $79,467+15.7% | $135,380-32.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -7.24% | 977.74%-985.0pp | 718.30%-725.5pp | 519.81%-527.0pp |
| Employer contribution / active EE | $3,597 | $3,068+17.2% | $2,800+28.4% | $4,779-24.7% |
| Participant deferral / active EE | $5,774 | $4,050+42.6% | $3,704+55.9% | $5,609+2.9% |
| Admin fee / account holder | $814 | $5,895-86.2% | $5,104-84.1% | $10,828-92.5% |