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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 | $18,553 | $138,114-86.6% | $125,391-85.2% | $134,545-86.2% |
| Participation rate | 93.3% | 84.5%+8.8pp | 82.4%+10.9pp | 81.2%+12.1pp |
| Annual return | -19.32% | 750.88%-770.2pp | 572.41%-591.7pp | 418.37%-437.7pp |
| Employer contribution / active EE | $2,246 | $5,246-57.2% | $4,816-53.4% | $4,742-52.6% |
| Participant deferral / active EE | $3,314 | $7,801-57.5% | $7,448-55.5% | $6,401-48.2% |
| Admin fee / account holder | $6,860 | $11,570-40.7% | $10,009-31.5% | $11,431-40.0% |