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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 | $35,844 | $135,645-73.6% | $110,243-67.5% | $135,380-73.5% |
| Participation rate | 71.4% | 83.5%-12.0pp | 79.8%-8.4pp | 82.6%-11.2pp |
| Annual return | -7.79% | 513.24%-521.0pp | 314.76%-322.6pp | 519.81%-527.6pp |
| Employer contribution / active EE | $1,156 | $4,907-76.4% | $3,827-69.8% | $4,779-75.8% |
| Participant deferral / active EE | $2,758 | $5,507-49.9% | $4,672-41.0% | $5,609-50.8% |
| Admin fee / account holder | $19,809 | $11,458+72.9% | $8,548+131.7% | $10,828+82.9% |