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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 | $51,790 | $90,607-42.8% | $79,467-34.8% | $135,380-61.7% |
| Participation rate | 92.3% | 76.0%+16.3pp | 73.3%+19.0pp | 82.6%+9.7pp |
| Annual return | -4.57% | 977.74%-982.3pp | 718.30%-722.9pp | 519.81%-524.4pp |
| Employer contribution / active EE | $3,718 | $3,068+21.2% | $2,800+32.8% | $4,779-22.2% |
| Participant deferral / active EE | $5,473 | $4,050+35.1% | $3,704+47.8% | $5,609-2.4% |
| Admin fee / account holder | $2,506 | $5,895-57.5% | $5,104-50.9% | $10,828-76.9% |