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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 | $120,757 | $92,743+30.2% | $82,744+45.9% | $134,532-10.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -20.87% | 946.63%-967.5pp | 702.22%-723.1pp | 418.27%-439.1pp |
| Employer contribution / active EE | $2,759 | $3,273-15.7% | $3,008-8.3% | $4,741-41.8% |
| Participant deferral / active EE | $11,934 | $4,802+148.5% | $4,395+171.5% | $6,401+86.4% |
| Admin fee / account holder | $4,727 | $5,977-20.9% | $5,325-11.2% | $11,429-58.6% |