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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 | $70,414 | $92,684-24.0% | $82,706-14.9% | $134,509-47.7% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | -18.15% | 945.84%-964.0pp | 701.76%-719.9pp | 418.13%-436.3pp |
| Employer contribution / active EE | $1,287 | $3,272-60.7% | $3,007-57.2% | $4,741-72.9% |
| Participant deferral / active EE | $11,773 | $4,800+145.3% | $4,394+168.0% | $6,400+83.9% |
| Admin fee / account holder | $12,841 | $5,982+114.7% | $5,329+141.0% | $11,427+12.4% |