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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 | $37,803 | $168,635-77.6% | $147,617-74.4% | $125,389-69.9% |
| Participation rate | 90.0% | 88.8%+1.2pp | 84.6%+5.4pp | 83.2%+6.8pp |
| Annual return | -2.04% | 77.65%-79.7pp | 61.98%-64.0pp | 282.24%-284.3pp |
| Employer contribution / active EE | $2,103 | $6,252-66.4% | $5,564-62.2% | $4,866-56.8% |
| Participant deferral / active EE | $5,338 | $5,507-3.1% | $4,895+9.1% | $5,352-0.2% |
| Admin fee / account holder | $395 | $13,580-97.1% | $11,612-96.6% | $9,541-95.9% |