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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 | $55,187 | $95,979-42.5% | $74,551-26.0% | $135,380-59.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -6.30% | 56.97%-63.3pp | 32.53%-38.8pp | 519.81%-526.1pp |
| Employer contribution / active EE | $1,981 | $2,716-27.1% | $1,961+1.0% | $4,779-58.5% |
| Participant deferral / active EE | $6,994 | $3,844+81.9% | $3,108+125.0% | $5,609+24.7% |
| Admin fee / account holder | $532 | $6,522-91.8% | $5,059-89.5% | $10,828-95.1% |