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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 | $70,370 | $84,685-16.9% | $73,836-4.7% | $125,389-43.9% |
| Participation rate | 75.0% | 76.8%-1.8pp | 73.4%+1.6pp | 83.2%-8.2pp |
| Annual return | -2.90% | 3123.80%-3126.7pp | 2268.06%-2271.0pp | 282.24%-285.1pp |
| Employer contribution / active EE | $1,151 | $3,123-63.2% | $2,787-58.7% | $4,866-76.3% |
| Participant deferral / active EE | $1,782 | $3,993-55.4% | $3,583-50.3% | $5,352-66.7% |
| Admin fee / account holder | $4,058 | $5,694-28.7% | $4,882-16.9% | $9,541-57.5% |