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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 | $18,640 | $97,732-80.9% | $83,831-77.8% | $135,380-86.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -8.03% | 1287.56%-1295.6pp | 850.99%-859.0pp | 519.81%-527.8pp |
| Employer contribution / active EE | $2,662 | $4,222-37.0% | $3,631-26.7% | $4,779-44.3% |
| Participant deferral / active EE | $5,425 | $4,683+15.8% | $4,082+32.9% | $5,609-3.3% |
| Admin fee / account holder | $1,090 | $6,675-83.7% | $5,479-80.1% | $10,828-89.9% |