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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 | $38,870 | $190,916-79.6% | $160,037-75.7% | $134,545-71.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -10.79% | 552.79%-563.6pp | 408.95%-419.7pp | 418.37%-429.2pp |
| Employer contribution / active EE | $3,404 | $4,996-31.9% | $4,226-19.5% | $4,742-28.2% |
| Participant deferral / active EE | $5,578 | $6,925-19.4% | $6,184-9.8% | $6,401-12.9% |
| Admin fee / account holder | $5,965 | $10,497-43.2% | $8,716-31.6% | $11,431-47.8% |