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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 | $41,905 | $84,628-50.5% | $61,501-31.9% | $134,545-68.9% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -14.94% | 585.61%-600.6pp | 339.04%-354.0pp | 418.37%-433.3pp |
| Employer contribution / active EE | $2,240 | $1,545+45.0% | $1,160+93.1% | $4,742-52.8% |
| Participant deferral / active EE | $1,147 | $2,819-59.3% | $2,125-46.0% | $6,401-82.1% |
| Admin fee / account holder | $856 | $2,587-66.9% | $2,132-59.8% | $11,431-92.5% |