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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 | $22,074 | $92,766-76.2% | $82,763-73.3% | $134,545-83.6% |
| Participation rate | 93.3% | 75.2%+18.1pp | 72.6%+20.8pp | 81.2%+12.1pp |
| Annual return | -17.13% | 946.97%-964.1pp | 702.45%-719.6pp | 418.37%-435.5pp |
| Employer contribution / active EE | $3,313 | $3,273+1.2% | $3,008+10.1% | $4,742-30.1% |
| Participant deferral / active EE | $8,118 | $4,802+69.0% | $4,395+84.7% | $6,401+26.8% |
| Admin fee / account holder | $1,706 | $5,978-71.5% | $5,325-68.0% | $11,431-85.1% |