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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 | $29,691 | $138,102-78.5% | $125,381-76.3% | $134,532-77.9% |
| Participation rate | 90.5% | 84.5%+6.0pp | 82.4%+8.1pp | 81.2%+9.2pp |
| Annual return | -19.18% | 750.73%-769.9pp | 572.31%-591.5pp | 418.27%-437.4pp |
| Employer contribution / active EE | $2,685 | $5,245-48.8% | $4,815-44.2% | $4,741-43.4% |
| Participant deferral / active EE | $4,107 | $7,801-47.3% | $7,448-44.9% | $6,401-35.8% |
| Admin fee / account holder | $2,449 | $11,568-78.8% | $10,007-75.5% | $11,429-78.6% |