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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 | $32,685 | $138,078-76.3% | $125,363-73.9% | $134,509-75.7% |
| Participation rate | 90.9% | 84.5%+6.4pp | 82.4%+8.5pp | 81.2%+9.7pp |
| Annual return | -17.96% | 750.49%-768.4pp | 572.15%-590.1pp | 418.13%-436.1pp |
| Employer contribution / active EE | $2,864 | $5,245-45.4% | $4,815-40.5% | $4,741-39.6% |
| Participant deferral / active EE | $4,614 | $7,800-40.8% | $7,447-38.0% | $6,400-27.9% |
| Admin fee / account holder | $1,152 | $11,566-90.0% | $10,005-88.5% | $11,427-89.9% |