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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 | $51,303 | $138,114-62.9% | $125,391-59.1% | $134,545-61.9% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -13.09% | 750.88%-764.0pp | 572.41%-585.5pp | 418.37%-431.5pp |
| Employer contribution / active EE | $2,849 | $5,246-45.7% | $4,816-40.8% | $4,742-39.9% |
| Participant deferral / active EE | $6,546 | $7,801-16.1% | $7,448-12.1% | $6,401+2.3% |
| Admin fee / account holder | $5,049 | $11,570-56.4% | $10,009-49.6% | $11,431-55.8% |