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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 | $56,109 | $138,076-59.4% | $123,553-54.6% | $135,380-58.6% |
| Participation rate | 94.1% | 84.7%+9.4pp | 82.3%+11.8pp | 82.6%+11.5pp |
| Annual return | -7.36% | 153.70%-161.1pp | 119.21%-126.6pp | 519.81%-527.2pp |
| Employer contribution / active EE | $2,405 | $5,152-53.3% | $4,628-48.0% | $4,779-49.7% |
| Participant deferral / active EE | $5,760 | $6,800-15.3% | $6,426-10.4% | $5,609+2.7% |
| Admin fee / account holder | $2,199 | $10,917-79.9% | $9,284-76.3% | $10,828-79.7% |