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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 | $37,631 | $138,076-72.7% | $123,553-69.5% | $135,380-72.2% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -0.79% | 153.70%-154.5pp | 119.21%-120.0pp | 519.81%-520.6pp |
| Employer contribution / active EE | $1,590 | $5,152-69.1% | $4,628-65.6% | $4,779-66.7% |
| Participant deferral / active EE | $4,045 | $6,800-40.5% | $6,426-37.1% | $5,609-27.9% |
| Admin fee / account holder | $11,339 | $10,917+3.9% | $9,284+22.1% | $10,828+4.7% |