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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 | $237,038 | $92,766+155.5% | $82,763+186.4% | $134,545+76.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -12.98% | 946.97%-960.0pp | 702.45%-715.4pp | 418.37%-431.4pp |
| Employer contribution / active EE | $4,077 | $3,273+24.6% | $3,008+35.5% | $4,742-14.0% |
| Participant deferral / active EE | $4,627 | $4,802-3.6% | $4,395+5.3% | $6,401-27.7% |
| Admin fee / account holder | $6,341 | $5,978+6.1% | $5,325+19.1% | $11,431-44.5% |