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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 | $72,723 | $92,743-21.6% | $82,744-12.1% | $134,532-45.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -10.19% | 946.63%-956.8pp | 702.22%-712.4pp | 418.27%-428.5pp |
| Employer contribution / active EE | $16,086 | $3,273+391.5% | $3,008+434.8% | $4,741+239.3% |
| Participant deferral / active EE | $11,139 | $4,802+132.0% | $4,395+153.5% | $6,401+74.0% |
| Admin fee / account holder | $1,124 | $5,977-81.2% | $5,325-78.9% | $11,429-90.2% |