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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 | $36,248 | $90,607-60.0% | $79,467-54.4% | $135,380-73.2% |
| Participation rate | 91.3% | 76.0%+15.3pp | 73.3%+18.0pp | 82.6%+8.7pp |
| Annual return | -7.10% | 977.74%-984.8pp | 718.30%-725.4pp | 519.81%-526.9pp |
| Employer contribution / active EE | $1,308 | $3,068-57.4% | $2,800-53.3% | $4,779-72.6% |
| Participant deferral / active EE | $1,799 | $4,050-55.6% | $3,704-51.4% | $5,609-67.9% |
| Admin fee / account holder | $1,364 | $5,895-76.9% | $5,104-73.3% | $10,828-87.4% |