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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 | $19,548 | $90,607-78.4% | $79,467-75.4% | $135,380-85.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -7.86% | 977.74%-985.6pp | 718.30%-726.2pp | 519.81%-527.7pp |
| Employer contribution / active EE | $5,980 | $3,068+94.9% | $2,800+113.6% | $4,779+25.1% |
| Participant deferral / active EE | $5,427 | $4,050+34.0% | $3,704+46.5% | $5,609-3.2% |
| Admin fee / account holder | $472 | $5,895-92.0% | $5,104-90.8% | $10,828-95.6% |