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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 | $44,530 | $138,076-67.7% | $123,553-64.0% | $135,380-67.1% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -7.56% | 153.70%-161.3pp | 119.21%-126.8pp | 519.81%-527.4pp |
| Employer contribution / active EE | $2,626 | $5,152-49.0% | $4,628-43.3% | $4,779-45.1% |
| Participant deferral / active EE | $5,607 | $6,800-17.5% | $6,426-12.7% | $5,6090% |
| Admin fee / account holder | $3,678 | $10,917-66.3% | $9,284-60.4% | $10,828-66.0% |