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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 | $31,422 | $92,743-66.1% | $82,744-62.0% | $134,532-76.6% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | -3.43% | 946.63%-950.1pp | 702.22%-705.6pp | 418.27%-421.7pp |
| Employer contribution / active EE | $2,754 | $3,273-15.9% | $3,008-8.5% | $4,741-41.9% |
| Participant deferral / active EE | $8,122 | $4,802+69.1% | $4,395+84.8% | $6,401+26.9% |
| Admin fee / account holder | $12,724 | $5,977+112.9% | $5,325+139.0% | $11,429+11.3% |