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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 | $29,453 | $92,684-68.2% | $82,706-64.4% | $134,509-78.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.01% | 945.84%-962.9pp | 701.76%-718.8pp | 418.13%-435.1pp |
| Employer contribution / active EE | $3,953 | $3,272+20.8% | $3,007+31.4% | $4,741-16.6% |
| Participant deferral / active EE | $9,771 | $4,800+103.6% | $4,394+122.4% | $6,400+52.7% |
| Admin fee / account holder | $14,520 | $5,982+142.7% | $5,329+172.5% | $11,427+27.1% |