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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 | $73,817 | $92,743-20.4% | $82,744-10.8% | $134,532-45.1% |
| Participation rate | 71.4% | 75.2%-3.8pp | 72.6%-1.1pp | 81.2%-9.8pp |
| Annual return | -10.96% | 946.63%-957.6pp | 702.22%-713.2pp | 418.27%-429.2pp |
| Employer contribution / active EE | $2,421 | $3,273-26.0% | $3,008-19.5% | $4,741-48.9% |
| Participant deferral / active EE | $5,551 | $4,802+15.6% | $4,395+26.3% | $6,401-13.3% |
| Admin fee / account holder | $365 | $5,977-93.9% | $5,325-93.1% | $11,429-96.8% |