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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 | $56,713 | $138,102-58.9% | $125,381-54.8% | $134,532-57.8% |
| Participation rate | 95.8% | 84.5%+11.3pp | 82.4%+13.5pp | 81.2%+14.6pp |
| Annual return | -17.08% | 750.73%-767.8pp | 572.31%-589.4pp | 418.27%-435.3pp |
| Employer contribution / active EE | $4,114 | $5,245-21.6% | $4,815-14.6% | $4,741-13.2% |
| Participant deferral / active EE | $8,712 | $7,801+11.7% | $7,448+17.0% | $6,401+36.1% |
| Admin fee / account holder | $7,249 | $11,568-37.3% | $10,007-27.6% | $11,429-36.6% |