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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 | $81,037 | $135,639-40.3% | $110,241-26.5% | $135,382-40.1% |
| Participation rate | 93.8% | 83.5%+10.3pp | 79.8%+13.9pp | 82.6%+11.1pp |
| Annual return | -6.75% | 513.21%-520.0pp | 314.75%-321.5pp | 519.77%-526.5pp |
| Employer contribution / active EE | $1,833 | $4,907-62.6% | $3,827-52.1% | $4,779-61.6% |
| Participant deferral / active EE | $3,289 | $5,507-40.3% | $4,672-29.6% | $5,609-41.4% |
| Admin fee / account holder | $1,826 | $11,457-84.1% | $8,548-78.6% | $10,829-83.1% |