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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 | $33,835 | $138,102-75.5% | $125,381-73.0% | $134,532-74.8% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -15.42% | 750.73%-766.1pp | 572.31%-587.7pp | 418.27%-433.7pp |
| Employer contribution / active EE | $1,285 | $5,245-75.5% | $4,815-73.3% | $4,741-72.9% |
| Participant deferral / active EE | $3,479 | $7,801-55.4% | $7,448-53.3% | $6,401-45.7% |
| Admin fee / account holder | $10,729 | $11,568-7.3% | $10,007+7.2% | $11,429-6.1% |