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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 | $55,705 | $106,551-47.7% | $91,225-38.9% | $134,532-58.6% |
| Participation rate | 80.0% | 76.8%+3.2pp | 73.2%+6.8pp | 81.2%-1.2pp |
| Annual return | -14.32% | 160.78%-175.1pp | 114.12%-128.4pp | 418.27%-432.6pp |
| Employer contribution / active EE | $2,609 | $3,331-21.7% | $2,851-8.5% | $4,741-45.0% |
| Participant deferral / active EE | $5,938 | $4,718+25.9% | $4,233+40.3% | $6,401-7.2% |
| Admin fee / account holder | $571 | $6,234-90.8% | $5,422-89.5% | $11,429-95.0% |