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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 | $71,185 | $92,684-23.2% | $82,706-13.9% | $134,509-47.1% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | -18.31% | 945.84%-964.2pp | 701.76%-720.1pp | 418.13%-436.4pp |
| Employer contribution / active EE | $2,297 | $3,272-29.8% | $3,007-23.6% | $4,741-51.5% |
| Participant deferral / active EE | $5,893 | $4,800+22.8% | $4,394+34.1% | $6,400-7.9% |
| Admin fee / account holder | $2,368 | $5,982-60.4% | $5,329-55.6% | $11,427-79.3% |