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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 | $60,967 | $138,075-55.8% | $123,552-50.7% | $135,379-55.0% |
| Participation rate | 94.1% | 84.7%+9.4pp | 82.3%+11.8pp | 82.6%+11.5pp |
| Annual return | -4.43% | 153.70%-158.1pp | 119.20%-123.6pp | 519.79%-524.2pp |
| Employer contribution / active EE | $2,410 | $5,152-53.2% | $4,628-47.9% | $4,779-49.6% |
| Participant deferral / active EE | $4,599 | $6,800-32.4% | $6,426-28.4% | $5,609-18.0% |
| Admin fee / account holder | $31,095 | $10,917+184.8% | $9,285+234.9% | $10,828+187.2% |