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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 | $121,937 | $92,766+31.4% | $82,763+47.3% | $134,545-9.4% |
| Participation rate | 90.0% | 75.2%+14.8pp | 72.6%+17.4pp | 81.2%+8.8pp |
| Annual return | -17.16% | 946.97%-964.1pp | 702.45%-719.6pp | 418.37%-435.5pp |
| Employer contribution / active EE | $2,302 | $3,273-29.7% | $3,008-23.5% | $4,742-51.4% |
| Participant deferral / active EE | $8,221 | $4,802+71.2% | $4,395+87.1% | $6,401+28.4% |
| Admin fee / account holder | $12,826 | $5,978+114.6% | $5,325+140.8% | $11,431+12.2% |