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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 | $24,804 | $138,102-82.0% | $125,381-80.2% | $134,532-81.6% |
| Participation rate | 93.3% | 84.5%+8.8pp | 82.4%+11.0pp | 81.2%+12.1pp |
| Annual return | -15.16% | 750.73%-765.9pp | 572.31%-587.5pp | 418.27%-433.4pp |
| Employer contribution / active EE | $2,614 | $5,245-50.2% | $4,815-45.7% | $4,741-44.9% |
| Participant deferral / active EE | $4,615 | $7,801-40.8% | $7,448-38.0% | $6,401-27.9% |
| Admin fee / account holder | $1,950 | $11,568-83.1% | $10,007-80.5% | $11,429-82.9% |