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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 | $61,298 | $92,743-33.9% | $82,744-25.9% | $134,532-54.4% |
| Participation rate | 81.8% | 75.2%+6.6pp | 72.6%+9.3pp | 81.2%+0.6pp |
| Annual return | -16.93% | 946.63%-963.6pp | 702.22%-719.2pp | 418.27%-435.2pp |
| Employer contribution / active EE | $2,036 | $3,273-37.8% | $3,008-32.3% | $4,741-57.1% |
| Participant deferral / active EE | $6,691 | $4,802+39.4% | $4,395+52.3% | $6,401+4.5% |
| Admin fee / account holder | $817 | $5,977-86.3% | $5,325-84.7% | $11,429-92.9% |