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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 | $45,256 | $138,102-67.2% | $125,381-63.9% | $134,532-66.4% |
| Participation rate | 81.8% | 84.5%-2.7pp | 82.4%-0.6pp | 81.2%+0.6pp |
| Annual return | -12.89% | 750.73%-763.6pp | 572.31%-585.2pp | 418.27%-431.2pp |
| Employer contribution / active EE | $3,152 | $5,245-39.9% | $4,815-34.6% | $4,741-33.5% |
| Participant deferral / active EE | $7,004 | $7,801-10.2% | $7,448-6.0% | $6,401+9.4% |
| Admin fee / account holder | $5,364 | $11,568-53.6% | $10,007-46.4% | $11,429-53.1% |