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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 | $60,159 | $138,102-56.4% | $125,381-52.0% | $134,532-55.3% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -18.67% | 750.73%-769.4pp | 572.31%-591.0pp | 418.27%-436.9pp |
| Employer contribution / active EE | $2,432 | $5,245-53.6% | $4,815-49.5% | $4,741-48.7% |
| Participant deferral / active EE | $6,179 | $7,801-20.8% | $7,448-17.0% | $6,401-3.5% |
| Admin fee / account holder | $1,014 | $11,568-91.2% | $10,007-89.9% | $11,429-91.1% |