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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 | $68,360 | $138,102-50.5% | $125,381-45.5% | $134,532-49.2% |
| Participation rate | 77.8% | 84.5%-6.7pp | 82.4%-4.6pp | 81.2%-3.5pp |
| Annual return | -17.04% | 750.73%-767.8pp | 572.31%-589.3pp | 418.27%-435.3pp |
| Employer contribution / active EE | $2,853 | $5,245-45.6% | $4,815-40.8% | $4,741-39.8% |
| Participant deferral / active EE | $8,687 | $7,801+11.4% | $7,448+16.6% | $6,401+35.7% |
| Admin fee / account holder | $11,409 | $11,568-1.4% | $10,007+14.0% | $11,429-0.2% |