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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 | $31,953 | $138,114-76.9% | $125,391-74.5% | $134,545-76.3% |
| Participation rate | 92.9% | 84.5%+8.4pp | 82.4%+10.5pp | 81.2%+11.6pp |
| Annual return | -18.26% | 750.88%-769.1pp | 572.41%-590.7pp | 418.37%-436.6pp |
| Employer contribution / active EE | $3,284 | $5,246-37.4% | $4,816-31.8% | $4,742-30.7% |
| Participant deferral / active EE | $5,012 | $7,801-35.8% | $7,448-32.7% | $6,401-21.7% |
| Admin fee / account holder | $1,402 | $11,570-87.9% | $10,009-86.0% | $11,431-87.7% |