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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 | $20,745 | $138,125-85.0% | $125,401-83.5% | $134,554-84.6% |
| Participation rate | 88.2% | 84.5%+3.7pp | 82.4%+5.9pp | 81.2%+7.0pp |
| Annual return | -20.49% | 751.06%-771.5pp | 572.53%-593.0pp | 418.46%-438.9pp |
| Employer contribution / active EE | $3,609 | $5,246-31.2% | $4,816-25.1% | $4,742-23.9% |
| Participant deferral / active EE | $3,978 | $7,801-49.0% | $7,448-46.6% | $6,401-37.9% |
| Admin fee / account holder | $1,284 | $11,569-88.9% | $10,008-87.2% | $11,430-88.8% |