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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 | $29,547 | $67,372-56.1% | $60,906-51.5% | $134,532-78.0% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.1%+17.8pp | 81.2%+9.7pp |
| Annual return | -0.42% | 50.05%-50.5pp | 16.94%-17.4pp | 418.27%-418.7pp |
| Employer contribution / active EE | $2,476 | $3,099-20.1% | $2,703-8.4% | $4,741-47.8% |
| Participant deferral / active EE | $3,521 | $4,532-22.3% | $3,814-7.7% | $6,401-45.0% |
| Admin fee / account holder | $1,302 | $4,588-71.6% | $3,227-59.7% | $11,429-88.6% |