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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 | $52,508 | $92,684-43.3% | $82,706-36.5% | $134,509-61.0% |
| Participation rate | 93.8% | 75.2%+18.6pp | 72.6%+21.2pp | 81.2%+12.5pp |
| Annual return | -8.87% | 945.84%-954.7pp | 701.76%-710.6pp | 418.13%-427.0pp |
| Employer contribution / active EE | $5,658 | $3,272+72.9% | $3,007+88.1% | $4,741+19.4% |
| Participant deferral / active EE | $6,088 | $4,800+26.8% | $4,394+38.6% | $6,400-4.9% |
| Admin fee / account holder | $5,272 | $5,982-11.9% | $5,329-1.1% | $11,427-53.9% |