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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 | $34,523 | $138,076-75.0% | $123,553-72.1% | $135,380-74.5% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -8.41% | 153.70%-162.1pp | 119.21%-127.6pp | 519.81%-528.2pp |
| Employer contribution / active EE | $2,937 | $5,152-43.0% | $4,628-36.5% | $4,779-38.5% |
| Participant deferral / active EE | $11,448 | $6,800+68.4% | $6,426+78.1% | $5,609+104.1% |
| Admin fee / account holder | $380 | $10,917-96.5% | $9,284-95.9% | $10,828-96.5% |