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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 | $67,724 | $138,114-51.0% | $125,391-46.0% | $134,545-49.7% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -16.54% | 750.88%-767.4pp | 572.41%-589.0pp | 418.37%-434.9pp |
| Employer contribution / active EE | $4,088 | $5,246-22.1% | $4,816-15.1% | $4,742-13.8% |
| Participant deferral / active EE | $10,840 | $7,801+39.0% | $7,448+45.5% | $6,401+69.3% |
| Admin fee / account holder | $9,341 | $11,570-19.3% | $10,009-6.7% | $11,431-18.3% |