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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 | $62,801 | $138,102-54.5% | $125,381-49.9% | $134,532-53.3% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -17.21% | 750.73%-767.9pp | 572.31%-589.5pp | 418.27%-435.5pp |
| Employer contribution / active EE | $2,510 | $5,245-52.1% | $4,815-47.9% | $4,741-47.1% |
| Participant deferral / active EE | $5,042 | $7,801-35.4% | $7,448-32.3% | $6,401-21.2% |
| Admin fee / account holder | $1,366 | $11,568-88.2% | $10,007-86.3% | $11,429-88.0% |