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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 | $27,774 | $138,114-79.9% | $125,391-77.9% | $134,545-79.4% |
| Participation rate | 72.7% | 84.5%-11.8pp | 82.4%-9.7pp | 81.2%-8.5pp |
| Annual return | -15.28% | 750.88%-766.2pp | 572.41%-587.7pp | 418.37%-433.7pp |
| Employer contribution / active EE | $1,947 | $5,246-62.9% | $4,816-59.6% | $4,742-58.9% |
| Participant deferral / active EE | $9,493 | $7,801+21.7% | $7,448+27.5% | $6,401+48.3% |
| Admin fee / account holder | $426 | $11,570-96.3% | $10,009-95.7% | $11,431-96.3% |