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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 | $42,017 | $92,743-54.7% | $82,744-49.2% | $134,532-68.8% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.2pp | 81.2%+4.5pp |
| Annual return | -16.53% | 946.63%-963.2pp | 702.22%-718.8pp | 418.27%-434.8pp |
| Employer contribution / active EE | $3,078 | $3,273-5.9% | $3,008+2.3% | $4,741-35.1% |
| Participant deferral / active EE | $8,428 | $4,802+75.5% | $4,395+91.8% | $6,401+31.7% |
| Admin fee / account holder | $774 | $5,977-87.0% | $5,325-85.5% | $11,429-93.2% |