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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 | $102,027 | $138,075-26.1% | $123,552-17.4% | $135,379-24.6% |
| Participation rate | 70.0% | 84.7%-14.7pp | 82.3%-12.3pp | 82.6%-12.6pp |
| Annual return | -7.14% | 153.70%-160.8pp | 119.20%-126.3pp | 519.79%-526.9pp |
| Employer contribution / active EE | $4,180 | $5,152-18.9% | $4,628-9.7% | $4,779-12.5% |
| Participant deferral / active EE | $9,658 | $6,800+42.0% | $6,426+50.3% | $5,609+72.2% |
| Admin fee / account holder | $779 | $10,917-92.9% | $9,285-91.6% | $10,828-92.8% |