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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 | $77,966 | $88,585-12.0% | $69,884+11.6% | $134,532-42.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -17.01% | 442.80%-459.8pp | 190.81%-207.8pp | 418.27%-435.3pp |
| Employer contribution / active EE | $1,930 | $3,235-40.3% | $2,560-24.6% | $4,741-59.3% |
| Participant deferral / active EE | $6,431 | $4,770+34.8% | $3,848+67.1% | $6,401+0.5% |
| Admin fee / account holder | $4,703 | $10,441-55.0% | $6,266-24.9% | $11,429-58.8% |