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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 | $21,474 | $95,979-77.6% | $74,551-71.2% | $135,380-84.1% |
| Participation rate | 88.9% | 75.7%+13.2pp | 69.1%+19.7pp | 82.6%+6.2pp |
| Annual return | -4.38% | 56.97%-61.3pp | 32.53%-36.9pp | 519.81%-524.2pp |
| Employer contribution / active EE | $2,314 | $2,716-14.8% | $1,961+18.0% | $4,779-51.6% |
| Participant deferral / active EE | $4,442 | $3,844+15.6% | $3,108+42.9% | $5,609-20.8% |
| Admin fee / account holder | $17,315 | $6,522+165.5% | $5,059+242.2% | $10,828+59.9% |