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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 | $65,741 | $138,076-52.4% | $123,553-46.8% | $135,380-51.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.86% | 153.70%-161.6pp | 119.21%-127.1pp | 519.81%-527.7pp |
| Employer contribution / active EE | $21,015 | $5,152+307.9% | $4,628+354.1% | $4,779+339.8% |
| Participant deferral / active EE | $13,551 | $6,800+99.3% | $6,426+110.9% | $5,609+141.6% |
| Admin fee / account holder | $8,047 | $10,917-26.3% | $9,284-13.3% | $10,828-25.7% |