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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 | $63,438 | $138,102-54.1% | $125,381-49.4% | $134,532-52.8% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -8.76% | 750.73%-759.5pp | 572.31%-581.1pp | 418.27%-427.0pp |
| Employer contribution / active EE | $2,673 | $5,245-49.0% | $4,815-44.5% | $4,741-43.6% |
| Participant deferral / active EE | $9,170 | $7,801+17.6% | $7,448+23.1% | $6,401+43.3% |
| Admin fee / account holder | $621 | $11,568-94.6% | $10,007-93.8% | $11,429-94.6% |