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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 | $28,966 | $138,075-79.0% | $123,552-76.6% | $135,379-78.6% |
| Participation rate | 92.9% | 84.7%+8.1pp | 82.3%+10.6pp | 82.6%+10.2pp |
| Annual return | -8.55% | 153.70%-162.2pp | 119.20%-127.7pp | 519.79%-528.3pp |
| Employer contribution / active EE | $4,247 | $5,152-17.6% | $4,628-8.2% | $4,779-11.1% |
| Participant deferral / active EE | $3,281 | $6,800-51.8% | $6,426-48.9% | $5,609-41.5% |
| Admin fee / account holder | $386 | $10,917-96.5% | $9,285-95.8% | $10,828-96.4% |