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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 | $89,104 | $180,459-50.6% | $154,108-42.2% | $135,380-34.2% |
| Participation rate | 88.9% | 87.4%+1.5pp | 83.0%+5.9pp | 82.6%+6.2pp |
| Annual return | -6.92% | 888.21%-895.1pp | 735.21%-742.1pp | 519.81%-526.7pp |
| Employer contribution / active EE | $1,978 | $6,035-67.2% | $5,298-62.7% | $4,779-58.6% |
| Participant deferral / active EE | $5,129 | $5,806-11.7% | $5,081+1.0% | $5,609-8.6% |
| Admin fee / account holder | $486 | $16,145-97.0% | $13,411-96.4% | $10,828-95.5% |