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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 | $28,405 | $180,459-84.3% | $154,108-81.6% | $135,380-79.0% |
| Participation rate | 88.9% | 87.4%+1.5pp | 83.0%+5.9pp | 82.6%+6.2pp |
| Annual return | -7.48% | 888.21%-895.7pp | 735.21%-742.7pp | 519.81%-527.3pp |
| Employer contribution / active EE | $3,902 | $6,035-35.4% | $5,298-26.4% | $4,779-18.4% |
| Participant deferral / active EE | $4,155 | $5,806-28.4% | $5,081-18.2% | $5,609-25.9% |
| Admin fee / account holder | $130,265 | $16,145+706.8% | $13,411+871.3% | $10,828+1103.0% |