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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 | $34,728 | $99,668-65.2% | $86,451-59.8% | $134,545-74.2% |
| Participation rate | 88.2% | 82.1%+6.2pp | 80.3%+7.9pp | 81.2%+7.0pp |
| Annual return | -17.62% | 6789.61%-6807.2pp | 4398.51%-4416.1pp | 418.37%-436.0pp |
| Employer contribution / active EE | $4,120 | $4,403-6.4% | $3,770+9.3% | $4,742-13.1% |
| Participant deferral / active EE | $8,229 | $7,249+13.5% | $6,953+18.4% | $6,401+28.6% |
| Admin fee / account holder | $5,216 | $8,377-37.7% | $6,734-22.6% | $11,431-54.4% |