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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 | $16,051 | $92,684-82.7% | $82,706-80.6% | $134,509-88.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -20.01% | 945.84%-965.9pp | 701.76%-721.8pp | 418.13%-438.1pp |
| Employer contribution / active EE | $6,998 | $3,272+113.9% | $3,007+132.7% | $4,741+47.6% |
| Participant deferral / active EE | $7,322 | $4,800+52.5% | $4,394+66.7% | $6,400+14.4% |
| Admin fee / account holder | $422 | $5,982-92.9% | $5,329-92.1% | $11,427-96.3% |