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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 | $56,991 | $152,597-62.7% | $117,533-51.5% | $134,532-57.6% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -16.63% | 53.04%-69.7pp | 29.77%-46.4pp | 418.27%-434.9pp |
| Employer contribution / active EE | $22,950 | $5,576+311.6% | $4,179+449.1% | $4,741+384.1% |
| Participant deferral / active EE | $5,486 | $4,821+13.8% | $4,072+34.7% | $6,401-14.3% |
| Admin fee / account holder | $513 | $7,007-92.7% | $5,647-90.9% | $11,429-95.5% |