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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 | $52,705 | $138,102-61.8% | $125,381-58.0% | $134,532-60.8% |
| Participation rate | 95.0% | 84.5%+10.5pp | 82.4%+12.6pp | 81.2%+13.8pp |
| Annual return | -15.22% | 750.73%-765.9pp | 572.31%-587.5pp | 418.27%-433.5pp |
| Employer contribution / active EE | $1,874 | $5,245-64.3% | $4,815-61.1% | $4,741-60.5% |
| Participant deferral / active EE | $3,188 | $7,801-59.1% | $7,448-57.2% | $6,401-50.2% |
| Admin fee / account holder | $2,970 | $11,568-74.3% | $10,007-70.3% | $11,429-74.0% |