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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 | $35,375 | $138,076-74.4% | $123,553-71.4% | $135,380-73.9% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -6.98% | 153.70%-160.7pp | 119.21%-126.2pp | 519.81%-526.8pp |
| Employer contribution / active EE | $5,810 | $5,152+12.8% | $4,628+25.5% | $4,779+21.6% |
| Participant deferral / active EE | $12,109 | $6,800+78.1% | $6,426+88.4% | $5,609+115.9% |
| Admin fee / account holder | $9,100 | $10,917-16.6% | $9,284-2.0% | $10,828-16.0% |