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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 | $47,358 | $84,684-44.1% | $73,835-35.9% | $125,388-62.2% |
| Participation rate | 91.7% | 76.8%+14.9pp | 73.4%+18.2pp | 83.2%+8.5pp |
| Annual return | -2.91% | 3123.93%-3126.8pp | 2268.13%-2271.0pp | 282.24%-285.1pp |
| Employer contribution / active EE | $451 | $3,123-85.6% | $2,788-83.8% | $4,866-90.7% |
| Participant deferral / active EE | $3,062 | $3,993-23.3% | $3,583-14.5% | $5,352-42.8% |
| Admin fee / account holder | $1,646 | $5,691-71.1% | $4,880-66.3% | $9,541-82.7% |