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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 | $20,326 | $92,684-78.1% | $82,706-75.4% | $134,509-84.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -14.45% | 945.84%-960.3pp | 701.76%-716.2pp | 418.13%-432.6pp |
| Employer contribution / active EE | $2,913 | $3,272-11.0% | $3,007-3.1% | $4,741-38.5% |
| Participant deferral / active EE | $6,242 | $4,800+30.0% | $4,394+42.1% | $6,400-2.5% |
| Admin fee / account holder | $10,161 | $5,982+69.9% | $5,329+90.7% | $11,427-11.1% |