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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 | $61,171 | $106,557-42.6% | $91,227-32.9% | $134,545-54.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -8.47% | 160.81%-169.3pp | 114.14%-122.6pp | 418.37%-426.8pp |
| Employer contribution / active EE | $16,418 | $3,332+392.7% | $2,851+475.8% | $4,742+246.3% |
| Participant deferral / active EE | $5,669 | $4,719+20.1% | $4,234+33.9% | $6,401-11.4% |
| Admin fee / account holder | $12,689 | $6,235+103.5% | $5,423+134.0% | $11,431+11.0% |