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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 | $55,482 | $138,078-59.8% | $125,363-55.7% | $134,509-58.8% |
| Participation rate | 81.0% | 84.5%-3.5pp | 82.4%-1.4pp | 81.2%-0.3pp |
| Annual return | -17.90% | 750.49%-768.4pp | 572.15%-590.0pp | 418.13%-436.0pp |
| Employer contribution / active EE | $1,617 | $5,245-69.2% | $4,815-66.4% | $4,741-65.9% |
| Participant deferral / active EE | $4,440 | $7,800-43.1% | $7,447-40.4% | $6,400-30.6% |
| Admin fee / account holder | $12,122 | $11,566+4.8% | $10,005+21.2% | $11,427+6.1% |