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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 | $65,440 | $90,607-27.8% | $79,467-17.7% | $135,380-51.7% |
| Participation rate | 78.9% | 76.0%+2.9pp | 73.3%+5.6pp | 82.6%-3.7pp |
| Annual return | -8.58% | 977.74%-986.3pp | 718.30%-726.9pp | 519.81%-528.4pp |
| Employer contribution / active EE | $1,039 | $3,068-66.1% | $2,800-62.9% | $4,779-78.3% |
| Participant deferral / active EE | $1,491 | $4,050-63.2% | $3,704-59.8% | $5,609-73.4% |
| Admin fee / account holder | $5,868 | $5,895-0.5% | $5,104+15.0% | $10,828-45.8% |