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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 | $75,154 | $92,684-18.9% | $82,706-9.1% | $134,509-44.1% |
| Participation rate | 88.9% | 75.2%+13.7pp | 72.6%+16.3pp | 81.2%+7.7pp |
| Annual return | -13.25% | 945.84%-959.1pp | 701.76%-715.0pp | 418.13%-431.4pp |
| Employer contribution / active EE | $1,211 | $3,272-63.0% | $3,007-59.7% | $4,741-74.4% |
| Participant deferral / active EE | $2,883 | $4,800-39.9% | $4,394-34.4% | $6,400-55.0% |
| Admin fee / account holder | $25,932 | $5,982+333.5% | $5,329+386.7% | $11,427+126.9% |