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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 | $35,446 | $90,607-60.9% | $79,467-55.4% | $135,380-73.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -4.17% | 977.74%-981.9pp | 718.30%-722.5pp | 519.81%-524.0pp |
| Employer contribution / active EE | $1,678 | $3,068-45.3% | $2,800-40.1% | $4,779-64.9% |
| Participant deferral / active EE | $4,306 | $4,050+6.3% | $3,704+16.3% | $5,609-23.2% |
| Admin fee / account holder | $8,843 | $5,895+50.0% | $5,104+73.2% | $10,828-18.3% |