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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 | $135,017 | $92,766+45.5% | $82,763+63.1% | $134,545+0.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.05% | 946.97%-963.0pp | 702.45%-718.5pp | 418.37%-434.4pp |
| Employer contribution / active EE | $12,694 | $3,273+287.8% | $3,008+322.0% | $4,742+167.7% |
| Participant deferral / active EE | $7,117 | $4,802+48.2% | $4,395+61.9% | $6,401+11.2% |
| Admin fee / account holder | $11,718 | $5,978+96.0% | $5,325+120.1% | $11,431+2.5% |