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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 | $238,891 | $92,766+157.5% | $82,763+188.6% | $134,545+77.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -14.31% | 946.97%-961.3pp | 702.45%-716.8pp | 418.37%-432.7pp |
| Employer contribution / active EE | $2,695 | $3,273-17.7% | $3,008-10.4% | $4,742-43.2% |
| Participant deferral / active EE | $960 | $4,802-80.0% | $4,395-78.2% | $6,401-85.0% |
| Admin fee / account holder | $10,049 | $5,978+68.1% | $5,325+88.7% | $11,431-12.1% |