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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 | $69,746 | $138,114-49.5% | $125,391-44.4% | $134,545-48.2% |
| Participation rate | 94.1% | 84.5%+9.6pp | 82.4%+11.7pp | 81.2%+12.9pp |
| Annual return | -13.53% | 750.88%-764.4pp | 572.41%-585.9pp | 418.37%-431.9pp |
| Employer contribution / active EE | $3,087 | $5,246-41.2% | $4,816-35.9% | $4,742-34.9% |
| Participant deferral / active EE | $9,234 | $7,801+18.4% | $7,448+24.0% | $6,401+44.3% |
| Admin fee / account holder | $389 | $11,570-96.6% | $10,009-96.1% | $11,431-96.6% |