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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 | $56,331 | $138,102-59.2% | $125,381-55.1% | $134,532-58.1% |
| Participation rate | 72.7% | 84.5%-11.8pp | 82.4%-9.7pp | 81.2%-8.5pp |
| Annual return | -16.02% | 750.73%-766.7pp | 572.31%-588.3pp | 418.27%-434.3pp |
| Employer contribution / active EE | $1,490 | $5,245-71.6% | $4,815-69.1% | $4,741-68.6% |
| Participant deferral / active EE | $4,441 | $7,801-43.1% | $7,448-40.4% | $6,401-30.6% |
| Admin fee / account holder | $2,694 | $11,568-76.7% | $10,007-73.1% | $11,429-76.4% |