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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 | $34,845 | $92,684-62.4% | $82,706-57.9% | $134,509-74.1% |
| Participation rate | 94.4% | 75.2%+19.2pp | 72.6%+21.9pp | 81.2%+13.2pp |
| Annual return | -17.88% | 945.84%-963.7pp | 701.76%-719.6pp | 418.13%-436.0pp |
| Employer contribution / active EE | $2,522 | $3,272-22.9% | $3,007-16.1% | $4,741-46.8% |
| Participant deferral / active EE | $4,484 | $4,800-6.6% | $4,394+2.1% | $6,400-29.9% |
| Admin fee / account holder | $8,390 | $5,982+40.3% | $5,329+57.5% | $11,427-26.6% |