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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 | $47,429 | $92,766-48.9% | $82,763-42.7% | $134,545-64.7% |
| Participation rate | 91.7% | 75.2%+16.5pp | 72.6%+19.1pp | 81.2%+10.4pp |
| Annual return | -18.98% | 946.97%-966.0pp | 702.45%-721.4pp | 418.37%-437.4pp |
| Employer contribution / active EE | $2,419 | $3,273-26.1% | $3,008-19.6% | $4,742-49.0% |
| Participant deferral / active EE | $6,083 | $4,802+26.7% | $4,395+38.4% | $6,401-5.0% |
| Admin fee / account holder | $774 | $5,978-87.1% | $5,325-85.5% | $11,431-93.2% |