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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 | $92,766-36.0% | $82,763-28.3% | $134,545-55.9% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.2pp | 81.2%+4.5pp |
| Annual return | -18.50% | 946.97%-965.5pp | 702.45%-720.9pp | 418.37%-436.9pp |
| Employer contribution / active EE | $1,185 | $3,273-63.8% | $3,008-60.6% | $4,742-75.0% |
| Participant deferral / active EE | $8,472 | $4,802+76.4% | $4,395+92.8% | $6,401+32.3% |
| Admin fee / account holder | $1,990 | $5,978-66.7% | $5,325-62.6% | $11,431-82.6% |