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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 | $68,237 | $138,076-50.6% | $123,553-44.8% | $135,380-49.6% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -5.99% | 153.70%-159.7pp | 119.21%-125.2pp | 519.81%-525.8pp |
| Employer contribution / active EE | $1,682 | $5,152-67.4% | $4,628-63.7% | $4,779-64.8% |
| Participant deferral / active EE | $4,360 | $6,800-35.9% | $6,426-32.1% | $5,609-22.3% |
| Admin fee / account holder | $437 | $10,917-96.0% | $9,284-95.3% | $10,828-96.0% |