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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 | $59,364 | $92,684-36.0% | $82,706-28.2% | $134,509-55.9% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.2pp | 81.2%+4.5pp |
| Annual return | -18.50% | 945.84%-964.3pp | 701.76%-720.3pp | 418.13%-436.6pp |
| Employer contribution / active EE | $1,185 | $3,272-63.8% | $3,007-60.6% | $4,741-75.0% |
| Participant deferral / active EE | $8,472 | $4,800+76.5% | $4,394+92.8% | $6,400+32.4% |
| Admin fee / account holder | $1,990 | $5,982-66.7% | $5,329-62.6% | $11,427-82.6% |