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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 | $59,844 | $92,684-35.4% | $82,706-27.6% | $134,509-55.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -19.09% | 945.84%-964.9pp | 701.76%-720.9pp | 418.13%-437.2pp |
| Employer contribution / active EE | $4,193 | $3,272+28.2% | $3,007+39.4% | $4,741-11.6% |
| Participant deferral / active EE | $9,883 | $4,800+105.9% | $4,394+124.9% | $6,400+54.4% |
| Admin fee / account holder | $6,447 | $5,982+7.8% | $5,329+21.0% | $11,427-43.6% |