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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 | $39,984 | $138,114-71.1% | $125,391-68.1% | $134,545-70.3% |
| Participation rate | 94.1% | 84.5%+9.6pp | 82.4%+11.7pp | 81.2%+12.9pp |
| Annual return | -17.85% | 750.88%-768.7pp | 572.41%-590.3pp | 418.37%-436.2pp |
| Employer contribution / active EE | $1,737 | $5,246-66.9% | $4,816-63.9% | $4,742-63.4% |
| Participant deferral / active EE | $4,787 | $7,801-38.6% | $7,448-35.7% | $6,401-25.2% |
| Admin fee / account holder | $646 | $11,570-94.4% | $10,009-93.5% | $11,431-94.3% |