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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 | $47,791 | $138,068-65.4% | $125,358-61.9% | $134,493-64.5% |
| Participation rate | 77.8% | 84.5%-6.7pp | 82.4%-4.6pp | 81.2%-3.4pp |
| Annual return | -18.01% | 750.30%-768.3pp | 572.03%-590.0pp | 418.01%-436.0pp |
| Employer contribution / active EE | $7,258 | $5,244+38.4% | $4,814+50.8% | $4,740+53.1% |
| Participant deferral / active EE | $4,530 | $7,799-41.9% | $7,447-39.2% | $6,400-29.2% |
| Admin fee / account holder | $1,410 | $11,568-87.8% | $10,007-85.9% | $11,425-87.7% |