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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 | $35,994 | $92,743-61.2% | $82,744-56.5% | $134,532-73.2% |
| Participation rate | 87.5% | 75.2%+12.3pp | 72.6%+14.9pp | 81.2%+6.3pp |
| Annual return | -20.13% | 946.63%-966.8pp | 702.22%-722.4pp | 418.27%-438.4pp |
| Employer contribution / active EE | $2,731 | $3,273-16.5% | $3,008-9.2% | $4,741-42.4% |
| Participant deferral / active EE | $5,826 | $4,802+21.3% | $4,395+32.6% | $6,401-9.0% |
| Admin fee / account holder | $2,858 | $5,977-52.2% | $5,325-46.3% | $11,429-75.0% |