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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 | $34,213 | $84,628-59.6% | $61,501-44.4% | $134,545-74.6% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -17.75% | 585.61%-603.4pp | 339.04%-356.8pp | 418.37%-436.1pp |
| Employer contribution / active EE | $1,570 | $1,545+1.7% | $1,160+35.4% | $4,742-66.9% |
| Participant deferral / active EE | $14,015 | $2,819+397.3% | $2,125+559.7% | $6,401+118.9% |
| Admin fee / account holder | $1,585 | $2,587-38.8% | $2,132-25.7% | $11,431-86.1% |