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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 | $25,812 | $84,685-69.5% | $73,836-65.0% | $125,389-79.4% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -1.19% | 3123.80%-3125.0pp | 2268.06%-2269.2pp | 282.24%-283.4pp |
| Employer contribution / active EE | $2,211 | $3,123-29.2% | $2,787-20.7% | $4,866-54.6% |
| Participant deferral / active EE | $4,343 | $3,993+8.8% | $3,583+21.2% | $5,352-18.8% |
| Admin fee / account holder | $842 | $5,694-85.2% | $4,882-82.7% | $9,541-91.2% |