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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 | $48,722 | $138,102-64.7% | $125,381-61.1% | $134,532-63.8% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -17.92% | 750.73%-768.6pp | 572.31%-590.2pp | 418.27%-436.2pp |
| Employer contribution / active EE | $3,771 | $5,245-28.1% | $4,815-21.7% | $4,741-20.5% |
| Participant deferral / active EE | $20,520 | $7,801+163.1% | $7,448+175.5% | $6,401+220.6% |
| Admin fee / account holder | $3,087 | $11,568-73.3% | $10,007-69.2% | $11,429-73.0% |