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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 | $47,090 | $92,766-49.2% | $82,763-43.1% | $134,545-65.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -14.10% | 946.97%-961.1pp | 702.45%-716.6pp | 418.37%-432.5pp |
| Employer contribution / active EE | $3,258 | $3,273-0.5% | $3,008+8.3% | $4,742-31.3% |
| Participant deferral / active EE | $14,244 | $4,802+196.6% | $4,395+224.1% | $6,401+122.5% |
| Admin fee / account holder | $16,089 | $5,978+169.1% | $5,325+202.1% | $11,431+40.7% |