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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 | $81,965 | $180,459-54.6% | $154,108-46.8% | $135,380-39.5% |
| Participation rate | 88.9% | 87.4%+1.5pp | 83.0%+5.9pp | 82.6%+6.2pp |
| Annual return | -6.09% | 888.21%-894.3pp | 735.21%-741.3pp | 519.81%-525.9pp |
| Employer contribution / active EE | $3,902 | $6,035-35.3% | $5,298-26.3% | $4,779-18.4% |
| Participant deferral / active EE | $4,770 | $5,806-17.8% | $5,081-6.1% | $5,609-15.0% |
| Admin fee / account holder | $5,462 | $16,145-66.2% | $13,411-59.3% | $10,828-49.6% |