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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 | $11,995 | $92,766-87.1% | $82,763-85.5% | $134,545-91.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -20.58% | 946.97%-967.6pp | 702.45%-723.0pp | 418.37%-439.0pp |
| Employer contribution / active EE | $2,323 | $3,273-29.0% | $3,008-22.8% | $4,742-51.0% |
| Participant deferral / active EE | $4,956 | $4,802+3.2% | $4,395+12.8% | $6,401-22.6% |
| Admin fee / account holder | $1,101 | $5,978-81.6% | $5,325-79.3% | $11,431-90.4% |