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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 | $58,237 | $138,072-57.8% | $123,549-52.9% | $135,382-57.0% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -7.01% | 153.69%-160.7pp | 119.20%-126.2pp | 519.77%-526.8pp |
| Employer contribution / active EE | $3,576 | $5,152-30.6% | $4,628-22.7% | $4,779-25.2% |
| Participant deferral / active EE | $3,629 | $6,799-46.6% | $6,426-43.5% | $5,609-35.3% |
| Admin fee / account holder | $525 | $10,917-95.2% | $9,284-94.3% | $10,829-95.1% |