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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 | $68,908 | $99,668-30.9% | $86,451-20.3% | $134,545-48.8% |
| Participation rate | 71.4% | 82.1%-10.6pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -17.15% | 6789.61%-6806.8pp | 4398.51%-4415.7pp | 418.37%-435.5pp |
| Employer contribution / active EE | $3,343 | $4,403-24.1% | $3,770-11.3% | $4,742-29.5% |
| Participant deferral / active EE | $11,499 | $7,249+58.6% | $6,953+65.4% | $6,401+79.6% |
| Admin fee / account holder | $459 | $8,377-94.5% | $6,734-93.2% | $11,431-96.0% |