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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 | $61,558 | $92,684-33.6% | $82,706-25.6% | $134,509-54.2% |
| Participation rate | 71.4% | 75.2%-3.8pp | 72.6%-1.1pp | 81.2%-9.8pp |
| Annual return | -7.50% | 945.84%-953.3pp | 701.76%-709.3pp | 418.13%-425.6pp |
| Employer contribution / active EE | $6,380 | $3,272+95.0% | $3,007+112.1% | $4,741+34.6% |
| Participant deferral / active EE | $4,199 | $4,800-12.5% | $4,394-4.4% | $6,400-34.4% |
| Admin fee / account holder | $45,552 | $5,982+661.5% | $5,329+754.9% | $11,427+298.6% |