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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 | $13,558 | $67,340-79.9% | $60,888-77.7% | $134,493-89.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -19.80% | 49.97%-69.8pp | 16.91%-36.7pp | 418.01%-437.8pp |
| Employer contribution / active EE | $4,829 | $3,096+55.9% | $2,702+78.7% | $4,740+1.9% |
| Participant deferral / active EE | $9,631 | $4,538+112.2% | $3,817+152.3% | $6,400+50.5% |
| Admin fee / account holder | $3,578 | $4,583-21.9% | $3,225+10.9% | $11,425-68.7% |