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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 | $98,876 | $92,743+6.6% | $82,744+19.5% | $134,532-26.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.81% | 946.63%-964.4pp | 702.22%-720.0pp | 418.27%-436.1pp |
| Employer contribution / active EE | $7,613 | $3,273+132.6% | $3,008+153.1% | $4,741+60.6% |
| Participant deferral / active EE | $4,145 | $4,802-13.7% | $4,395-5.7% | $6,401-35.2% |
| Admin fee / account holder | $1,772 | $5,977-70.4% | $5,325-66.7% | $11,429-84.5% |