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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 | $54,782 | $95,979-42.9% | $74,551-26.5% | $135,380-59.5% |
| Participation rate | 86.7% | 75.7%+11.0pp | 69.1%+17.5pp | 82.6%+4.0pp |
| Annual return | -4.89% | 56.97%-61.9pp | 32.53%-37.4pp | 519.81%-524.7pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,450 | $3,844-10.2% | $3,108+11.0% | $5,609-38.5% |
| Admin fee / account holder | $7,759 | $6,522+19.0% | $5,059+53.4% | $10,828-28.3% |