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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 | $86,158 | $84,628+1.8% | $61,501+40.1% | $134,545-36.0% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -13.46% | 585.61%-599.1pp | 339.04%-352.5pp | 418.37%-431.8pp |
| Employer contribution / active EE | $3,869 | $1,545+150.4% | $1,160+233.6% | $4,742-18.4% |
| Participant deferral / active EE | $11,990 | $2,819+325.4% | $2,125+464.3% | $6,401+87.3% |
| Admin fee / account holder | $871 | $2,587-66.3% | $2,132-59.1% | $11,431-92.4% |