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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 | $47,839 | $90,606-47.2% | $79,466-39.8% | $135,379-64.7% |
| Participation rate | 90.0% | 76.0%+14.0pp | 73.3%+16.7pp | 82.6%+7.4pp |
| Annual return | -6.60% | 977.69%-984.3pp | 718.28%-724.9pp | 519.79%-526.4pp |
| Employer contribution / active EE | $1,659 | $3,068-45.9% | $2,800-40.8% | $4,779-65.3% |
| Participant deferral / active EE | $3,712 | $4,050-8.4% | $3,704+0.2% | $5,609-33.8% |
| Admin fee / account holder | $12,023 | $5,895+104.0% | $5,104+135.6% | $10,828+11.0% |