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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 | $48,044 | $138,076-65.2% | $123,553-61.1% | $135,380-64.5% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -7.56% | 153.70%-161.3pp | 119.21%-126.8pp | 519.81%-527.4pp |
| Employer contribution / active EE | $1,754 | $5,152-66.0% | $4,628-62.1% | $4,779-63.3% |
| Participant deferral / active EE | $6,468 | $6,800-4.9% | $6,426+0.6% | $5,609+15.3% |
| Admin fee / account holder | $5,606 | $10,917-48.6% | $9,284-39.6% | $10,828-48.2% |