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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 | $20,333 | $92,684-78.1% | $82,706-75.4% | $134,509-84.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -13.17% | 945.84%-959.0pp | 701.76%-714.9pp | 418.13%-431.3pp |
| Employer contribution / active EE | $4,351 | $3,272+33.0% | $3,007+44.7% | $4,741-8.2% |
| Participant deferral / active EE | $7,909 | $4,800+64.8% | $4,394+80.0% | $6,400+23.6% |
| Admin fee / account holder | $2,284 | $5,982-61.8% | $5,329-57.1% | $11,427-80.0% |