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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 | $72,490 | $138,114-47.5% | $125,391-42.2% | $134,545-46.1% |
| Participation rate | 94.1% | 84.5%+9.6pp | 82.4%+11.7pp | 81.2%+12.9pp |
| Annual return | -10.90% | 750.88%-761.8pp | 572.41%-583.3pp | 418.37%-429.3pp |
| Employer contribution / active EE | $8,550 | $5,246+63.0% | $4,816+77.5% | $4,742+80.3% |
| Participant deferral / active EE | $5,915 | $7,801-24.2% | $7,448-20.6% | $6,401-7.6% |
| Admin fee / account holder | $5,389 | $11,570-53.4% | $10,009-46.2% | $11,431-52.9% |