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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 | $42,265 | $90,617-53.4% | $79,476-46.8% | $135,382-68.8% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -7.47% | 977.57%-985.0pp | 718.21%-725.7pp | 519.77%-527.2pp |
| Employer contribution / active EE | $1,227 | $3,068-60.0% | $2,800-56.2% | $4,779-74.3% |
| Participant deferral / active EE | $2,887 | $4,050-28.7% | $3,704-22.1% | $5,609-48.5% |
| Admin fee / account holder | $9,761 | $5,907+65.2% | $5,113+90.9% | $10,829-9.9% |