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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 | $97,821 | $90,617+8.0% | $79,476+23.1% | $135,382-27.7% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -8.02% | 977.57%-985.6pp | 718.21%-726.2pp | 519.77%-527.8pp |
| Employer contribution / active EE | $21,776 | $3,068+609.8% | $2,800+677.6% | $4,779+355.7% |
| Participant deferral / active EE | $14,128 | $4,050+248.8% | $3,704+281.4% | $5,609+151.9% |
| Admin fee / account holder | $38,232 | $5,907+547.2% | $5,113+647.7% | $10,829+253.1% |