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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 | $70,395 | $106,551-33.9% | $91,225-22.8% | $134,532-47.7% |
| Participation rate | 84.6% | 76.8%+7.8pp | 73.2%+11.4pp | 81.2%+3.4pp |
| Annual return | -9.12% | 160.78%-169.9pp | 114.12%-123.2pp | 418.27%-427.4pp |
| Employer contribution / active EE | $1,772 | $3,331-46.8% | $2,851-37.9% | $4,741-62.6% |
| Participant deferral / active EE | $5,599 | $4,718+18.7% | $4,233+32.2% | $6,401-12.5% |
| Admin fee / account holder | $1,369 | $6,234-78.0% | $5,422-74.7% | $11,429-88.0% |