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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 | $33,974 | $138,078-75.4% | $125,363-72.9% | $134,509-74.7% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -15.66% | 750.49%-766.2pp | 572.15%-587.8pp | 418.13%-433.8pp |
| Employer contribution / active EE | $10,876 | $5,245+107.4% | $4,815+125.9% | $4,741+129.4% |
| Participant deferral / active EE | $32,152 | $7,800+312.2% | $7,447+331.7% | $6,400+402.3% |
| Admin fee / account holder | $57,511 | $11,566+397.3% | $10,005+474.8% | $11,427+403.3% |