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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 | $108,114 | $138,114-21.7% | $125,391-13.8% | $134,545-19.6% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -17.17% | 750.88%-768.1pp | 572.41%-589.6pp | 418.37%-435.5pp |
| Employer contribution / active EE | $1,726 | $5,246-67.1% | $4,816-64.2% | $4,742-63.6% |
| Participant deferral / active EE | $4,958 | $7,801-36.4% | $7,448-33.4% | $6,401-22.6% |
| Admin fee / account holder | $7,219 | $11,570-37.6% | $10,009-27.9% | $11,431-36.8% |