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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 | $65,029 | $92,684-29.8% | $82,706-21.4% | $134,509-51.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.31% | 945.84%-962.1pp | 701.76%-718.1pp | 418.13%-434.4pp |
| Employer contribution / active EE | $17,510 | $3,272+435.2% | $3,007+482.2% | $4,741+269.4% |
| Participant deferral / active EE | $12,777 | $4,800+166.2% | $4,394+190.8% | $6,400+99.6% |
| Admin fee / account holder | $6,468 | $5,982+8.1% | $5,329+21.4% | $11,427-43.4% |