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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 | $56,323 | $138,076-59.2% | $123,553-54.4% | $135,380-58.4% |
| Participation rate | 90.9% | 84.7%+6.2pp | 82.3%+8.6pp | 82.6%+8.3pp |
| Annual return | -7.35% | 153.70%-161.1pp | 119.21%-126.6pp | 519.81%-527.2pp |
| Employer contribution / active EE | $1,792 | $5,152-65.2% | $4,628-61.3% | $4,779-62.5% |
| Participant deferral / active EE | $4,508 | $6,800-33.7% | $6,426-29.8% | $5,609-19.6% |
| Admin fee / account holder | $5,606 | $10,917-48.7% | $9,284-39.6% | $10,828-48.2% |